Unclaimed Profile

Andrew Kristian Kelsen

MONETA GROUP INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Series 3, Series 7, Series 24, Series 30, Series 55, Series 63, Series 654 years registeredMONETA GROUP INVESTMENT ADVISORS, LLC

100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 1517644Firm CRD# 104727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Kristian Kelsen · ST. LOUIS, MO

Registration

CRD #1517644 · MONETA GROUP INVESTMENT ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 30

Series 55

Series 63

Series 65

Registration record

First registered · January 7, 2022

Years registered · 4

Disclosure History

1986Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD 104727 · SEC 801-34723

AUM

$37.5B

Regulatory assets under management

Employees

501

40,790 client accounts

Services offered by MONETA GROUP INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MONETA GROUP INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Kristian Kelsen offer?

Andrew Kristian Kelsen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Andrew Kristian Kelsen's credentials?

Andrew Kristian Kelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Kristian Kelsen located?

Andrew Kristian Kelsen is based in ST. LOUIS, Missouri, working with MONETA GROUP INVESTMENT ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Andrew Kristian Kelsen charge for services?

Andrew Kristian Kelsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONETA GROUP INVESTMENT ADVISORS, LLC?

MONETA GROUP INVESTMENT ADVISORS, LLC has approximately 501 employees and manages $37.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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