Geneen Marie Von kloha
Investment adviser representative at Krilogy
21 yearsExperience
2 statesRegistered in
$5.2BFirm assets
17 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
Experience
21 years in the industry.
- KrilogyFeb 2026 to now
- Krilogy FinancialFeb 2026 to now
- Moneta Group Investment Advisors, LLCJan 2005 to Jan 2026
- Moneta Group, LLCJan 2005 to Jan 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 4260815
- Firm CRD
- 149046