Daniel Andrew Stockenberg
Investment adviser representative at Moneta Group Investment Advisors, LLC
15 yearsExperience
1 stateRegistered in
$50.5BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Moneta Group Investment Advisors, LLCMar 2025 to now
- Wells Fargo Clearing Services, LLCJan 2024 to Feb 2025
- Wells Fargo Clearing Services, LLCJan 2017 to Dec 2023
- Wells Fargo Advisors, Llc/wells Fargo Clearing Services, LLCJan 2010 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3190207
- Firm CRD
- 104727