Timothy Christopher Burford

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 06/2018 → 08/2018
  Lcms Foundation
  St. Louis, MO
• 10/2016 → 03/2017
  Kohl's
  Columbia, MO
• 08/2014 → 09/2016
  Sunset Country Club
  St. Louis, MO
• 08/2016 → 02/2018
  Kozeny & Mccubbin
  St. Louis, MO
• 12/2017 → 05/2018
  Honey Baked Ham
  St. Louis, MO
• 09/2018 → 10/2018
  University Of Missouri - Columbia
  Columbia, MO
• 11/2018 → 12/2018
  Honey Baked Ham
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-15

Designations

• Chartered Financial Analyst

Other Names

• Tim Christopher Burford