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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Wickenhauser is a financial advisor with Moneta Group Investment Advisors, LLC. David is registered with the state of Colorado, Kansas, and Missouri. David has a total of 1 state exam, 2 product exams and no principal exams. David is a Certified Financial Planner and a Chartered Financial Analyst. David has prior work experience with Charles Schwab & Co., Inc. and Edward Jones. David works in the St. Louis, Missouri office of Moneta Group Investment Advisors, LLC. Moneta Group Investment Advisors, LLC has offices in St. Louis, Missouri and focuses on providing investment advice to high net worth individuals, corporations or other businesses, individuals other than high net worth, and charitable organizations. Moneta Group Investment Advisors, LLC offers portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
08/19/2019 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
08/24/2018 - 08/01/2019
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
MO
05/04/2015 - 07/06/2018
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 07/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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