Geneen Von Kloha, financial advisor St. Louis MO

Geneen Von Kloha

CRD Number: 4260815
Current Firm: Moneta Group Investment Advisors, LLC

Geneen Von Kloha (CRD# 4260815) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in St. Louis, MO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Moneta Group, LLC Clayton, MO Jan 2005 - Current 16
Moneta Group Investment Advisors, LLC Clayton, MO Jan 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Geneen M. Von Kloha
Phone Number: 314-726-2300
Registered State(s):
  • CO
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    23,734
    MILLIONS
  • Total Number of Accounts
    26,918
    ACCOUNTS
  • Average Account Value
    $881,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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