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Katherine Jane Gillette

Moneta Group Investment Advisors, LLC

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About Katherine Jane Gillette

Katherine Gillette is an Investment Advisor Representative at Moneta Group Investment Advisors, LLC. Katherine has been in the financial services industry since 2013. Katherine obtained their Series 65 license in November 2019. Katherine is a CERTIFIED FINANCIAL PLANNER™ professional. Katherine specializes in providing financial planning services for individuals, families, businesses, and trusts. Katherine also has experience with portfolio management for individuals, families, businesses, and trusts. Katherine is registered to provide investment advisory services in Colorado. Katherine previously worked at IWP Wealth Management, Mullen High School, Mercy Housing, Inc., and WIPFLI FINANCIAL ADVISORS, LLC. Katherine has been employed with Moneta Group Investment Advisors, LLC since March 2023.

Firm Information

Katherine Gillette is currently registered with Moneta Group Investment Advisors, LLC. Moneta Group Investment Advisors, LLC is a St. Louis, MO-based investment advisor with over $37 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
Moneta Group Investment Advisors, LLC

100 SOUTH BRENTWOOD BLVD.

ST. LOUIS, MO 63105

$37.48B

Assets Under Management

348

Total Clients

197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Gillette’s Registration & Firm History

MO

03/31/2023 - Present

Moneta Group Investment Advisors, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 11/07/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Jane Gillette.
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