Brad Koeneman Mba, Cfp®, Awma® Email & Phone Number

As a Moneta Partner and a Family CFO, I work with my team to streamline clients’ lives and be proactive in addressing their financial needs. Our Team pulls all of the pieces of the financial puzzle together and makes sure that all decisions are consistent with each client achieving their goals.

Listed skills include Finance, Family Cfo, Wealth Management, Certified Financial Planner, and 1 others.

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  Partner

  Moneta Group

  2003 - Present - Greater St. Louis Area

  Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 5 independent RIAs by Barron’s for five straight years in 2017, 2018, 2019, 2020 and 2021 its combination of quality and scale. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.