Wesley Loran Sebacher
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, LLCJan 2022 to now
- Charles Schwab & Co., Inc.Mar 2020 to Jan 2022
- Charles Schwab BankMar 2020 to Jan 2022
- TD Ameritrade, Inc.Feb 2018 to Feb 2020
- Scottrade, Inc.Jan 2017 to Feb 2018
- Legacy Wealth AdvisorsFeb 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
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
- 6500229
- Firm CRD
- 104727