Nicholas KoboldtCRD Number: 6718283
Current Firm: Moneta Group Investment Advisors, LLC
Nicholas Koboldt (CRD# 6718283) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Moneta Group Investment Advisors, LLC||St. Louis, MO||Apr 2021 - Current||< 1|
|Buckingham Asset Management, LLC||Clayton, MO||Apr 2018 - Mar 2021||2|
|Stifel Nicolaus||St.louis, MO||Jul 2016 - Apr 2018||1|
|Kumon Math And Reading||St. Louis, MO||Sep 2014 - Jul 2016||1|
|Spring Leaf Financial||Florissant, MO||Oct 2015 - May 2016||< 1|
|University Of Missouri St. Louis||St. Louis, MO||Aug 2013 - May 2016||2|
|Colorado Mountain College||Breckenridge, CO||Aug 2010 - Aug 2013||3|
|Cures N' Curiosities Inc.||Keystone, CO||Mar 2012 - Mar 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2018|
Total Assets Under Management27,418MILLIONS
Total Number of Accounts29,892ACCOUNTS
Average Account Value$917,225
- 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
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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