Unclaimed Profile

Travis William Freeman

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

SIE, Series 7, Series 31, Series 66CFPClean record19 years registeredMONETA GROUP INVESTMENT ADVISORS, LLC

100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 5088500Firm CRD# 104727

Profile Verification

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

Identity

Travis William Freeman · ST. LOUIS, MO

Registration

CRD #5088500 · MONETA GROUP INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Jul 2018 – present

RFG ADVISORY GROUP, LLC

Aug 2014 – Jul 2018

CREVE COEUR, MO

LPL FINANCIAL LLC

Feb 2007 – Oct 2015

CREVE COEUR, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · February 15, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Travis William Freeman offer?

Travis William Freeman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Travis William Freeman's credentials?

Travis William Freeman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Travis William Freeman located?

Travis William Freeman 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 Travis William Freeman charge for services?

Travis William Freeman'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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