Kmb Team Moneta Company Profile, Contacts & Intelligence

Financial ServicesSt. Louis, Missouri, United States6 employeesFounded 1985
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
6
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts

Kmb Team Moneta Overview

We help our clients and their families make sound financial decisions. This is the core business of the Kukla McGinnis Brown Team. On the surface, it appears that all financial advisors make the same promises. We differentiate ourselves in the industry in three key ways: We help our clients establish and implement a plan that is in line with their goals. Most importantly, we help them see it through by providing objective, disciplined advice. We take the emotion out of the decision-making process. This helps our clients stay on track in order to achieve their goals. We have a succession plan in place in order to see our client’s families through multiple generations. The advisors on our team range in age from late 60s to early 30s. We created this team intentionally so our clients can be assured we will be here for them and for their children. Many people come to us for investment advice, but they stay with us for everything else. We serve as our clients’ Family CFO, advising on every aspect of their financial lives. We hope you will contact us with questions.

Headquarters
St. Louis, Missouri, United States
Website
monetagroup.com
Industry
Financial Services
Founded
1985
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Family CFO Investment Management Business Planning Education Funding Insurance Planning Retirement Planning Estate & Philanthropic Strategies Multi Generational Planning Proactive Tax Planning Risk Management Evaluation Banking and Cash Management Independent Registered Investment Advisor Firm

Kmb Team Moneta Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.

Kmb Team Moneta People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

B
Brittany Root
Senior Client Service Manager at Kmb
EP
S
Sean Follis, Cfp®
Advisor at Moneta - Kmb Team
EP
E
Errin Rutherford Loughridge
Wealth Management with Kmb Team

Kmb Team Moneta Workforce Composition

Seniority breakdown across 3 visible profiles.

Individual contributor
2
Manager
1

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