Philip KellermannCRD Number: 6403423
Current Firm: Moneta Group Investment Advisors, LLC
Philip Kellermann (CRD# 6403423) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 3 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Moneta Group LLC||Clayton, MO||Aug 2014 - Current||3|
|Unemployed||Washington, MO||Mar 2013 - Aug 2014||1|
|Truman State University||Kirksville, MO||Aug 2008 - May 2013||4|
|Washington High School||Washington, MO||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management16,195MILLIONS
Total Number of Accounts21,737ACCOUNTS
Average Account Value$745,037
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI