Matthew Mitchell Mueller
Investment adviser representative at Moneta Group Investment Advisors, LLC
14 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
14 years in the industry.
- Moneta Group Investment Advisors, LLCNov 2021 to now
- Kpmg, LLCOct 2019 to Oct 2021
- UnemployedMay 2019 to Oct 2019
- Pricewaterhousecoopers, LLPJun 2018 to Aug 2018
- Kpmg, LLCJan 2018 to Mar 2018
- Cushman and WakefieldJun 2017 to Aug 2017
- Full-time StudentJan 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7607256
- Firm CRD
- 104727