AS
CFP
AS
CFP

Amanda Elizabeth Schmidt

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

100 South Brentwood Blvd., St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amanda may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Amanda also owns Greidt RE LLC, a non-investment related real estate investment property, since 2020.

Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2009 - August 2017 · 8 yrs 6 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.