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Bradford William Koeneman

Moneta Group Investment Advisors, LLC

Naples, FL

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-07
FL RA APPROVED 2019-09-19
MO RA APPROVED 2003-12-04
  • KS RA
    APPROVED
    Since 2020-08-07
  • FL RA
    APPROVED
    Since 2019-09-19
  • MO RA
    APPROVED
    Since 2003-12-04

Branch Locations

Naples, FL • 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
OrganizationCityStateFromTo
Moneta Group, Llc Clayton MO 02/2003 Present
Moneta Group Investment Advisors, Llc Clayton MO 01/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-05
S63 Uniform Securities Agent State Law Examination 1987-10-26
  • S65 Uniform Investment Adviser Law Examination
    2003-05-05
  • S63 Uniform Securities Agent State Law Examination
    1987-10-26
Designations
Other Names
  • Brad Koeneman

View on SEC IAPD

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