Peter Andrew Racen
Investment adviser representative at Moneta Group Investment Advisors, LLC
27 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$50.5BFirm assets
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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
27 years in the industry.
- Moneta Group Investment Advisors, LLCJan 2026 to now
- Moneta Group Investment Advisors, LLCSep 2022 to Dec 2025
- Northwestern Mutual Wealth Management CompanyApr 2008 to Sep 2022
- Northwestern Mutual Investment Services, LLCDec 1999 to Sep 2022
- Northwestern Mutual Life Insurance CompanyOct 1999 to Sep 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
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
- 4089151
- Firm CRD
- 104727