Inactive

Heather Jean Kline

Moneta Group Investment Advisors, LLC

Mission Woods, KS

Claim This Profile

Current Employers

Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2023-05-22
MO	RA	APPROVED	2023-05-18

KS RA
APPROVED

Since 2023-05-22
MO RA
APPROVED

Since 2023-05-18

Branch Locations

1900 Shawnee Mission Parkway Suite 225, Mission Woods, KS 66205 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Chinquapin Trust Company	Kansas City	MO	11/2016	11/2018
Chinquapin Trust Company	Kansas City	MO	11/2018	03/2023
Moneta Group Investment Advisors, Llc	St. Louis	MO	04/2023	Present
Self-Employed	Kansas City	MO	08/1995	04/2023

11/2016 → 11/2018

Chinquapin Trust Company

Kansas City, MO
11/2018 → 03/2023

Chinquapin Trust Company

Kansas City, MO
04/2023 → Present

Moneta Group Investment Advisors, Llc

St. Louis, MO
08/1995 → 04/2023

Self-Employed

Kansas City, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-13

S65 Uniform Investment Adviser Law Examination

2023-05-13

Other Names

Heather Jean Cole
Heather Jean Blackson
Heather Jean Walker

View on SEC IAPD

Other Firms

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC

PALMER SQUARE BDC ADVISOR LLC

PALMER SQUARE CAPITAL MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

HIGHTOWER ADVISORS, LLC

GREAT RANGE CAPITAL, LLC

BOWOOD CAPITAL ADVISORS

Other Investors

CHRISTOPHER DALE LONG

JAY Ryan LIEBERMAN

DANIEL KEITH BELLCHAMBER

JODY LYNNE BRUNSVOLD

JOHNATHAN G RYAN

THOMAS MICHAEL PITTALA

MICHAEL KEVIN RYAN

Other Offices

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC · MISSION WOODS, KS

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS

PALMER SQUARE BDC ADVISOR LLC · MISSION WOODS, KS

PALMER SQUARE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS

WELLS FARGO CLEARING SERVICES, LLC · MISSION WOODS, KS

MONETA GROUP INVESTMENT ADVISORS, LLC · Mission Woods, KS

HIGHTOWER ADVISORS, LLC · MISSION WOODS, KS

HIGHTOWER ADVISORS, LLC · Mission Woods, KS

More in Mission Woods, KS

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor