Shane Thibault hicks Dunican
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 yearsExperience
2 statesRegistered 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, LLCAug 2020 to now
- UnemployedJun 2020 to Jul 2020
- RkfinSep 2019 to Apr 2020
- Team HewinsJun 2019 to Aug 2019
- RkfinJun 2018 to May 2019
- Take Charge CatsAug 2017 to May 2020
- Tucson Electric PowerFeb 2017 to Dec 2017
- University of ArizonaAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7497376
- Firm CRD
- 104727