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Nancy Boos Georgen

Moneta Group Investment Advisors, LLC

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About Nancy Boos Georgen

Nancy Georgen is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. Nancy has over 30 years of experience in the financial industry. Nancy is a Series 7 and Series 63 licensed representative. Nancy also holds the designation of Chartered Financial Consultant. Nancy has worked with individuals, businesses, and institutions, providing a range of financial services.

Firm Information

Nancy Georgen 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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Nancy Georgen’s Registration & Firm History

MO

07/15/2002 - Present

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

MO

05/10/2004 - 08/08/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)

CT

05/23/1986 - 05/20/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 06/11/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Boos Georgen.
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