John Reagan
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 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
10 years in the industry.
- Moneta Group Investment Advisors, LLCMar 2026 to now
- UnemployedDec 2025 to Mar 2026
- Cammon CompnayAug 2024 to Nov 2025
- M Holdings Securities, Inc.Aug 2024 to Nov 2025
- UnemployedFeb 2024 to Aug 2024
- Hill Investment Group Partners, LLCMar 2021 to Feb 2024
- Hill Investment GroupFeb 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2024
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
- 5556751
- Firm CRD
- 104727