Christina Link
Investment adviser representative at Moneta Group Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
17 years in the industry.
- Moneta Group Investment Advisors, LLCApr 2025 to now
- Wells Fargo Clearing ServicesMay 2021 to Apr 2025
- Principal SecuritiesApr 2019 to Apr 2021
- Schuster Financial Services, LLCApr 2019 to Apr 2021
- Principal Life InsuranceMar 2019 to Apr 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5351152
- Firm CRD
- 104727