Colleen Helen Carmitchel
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.5BFirm assets
Are you Colleen Helen Carmitchel? Claim your profile
Contact this firm
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
11 years in the industry.
- Moneta Group Investment Advisors, LLCNov 2024 to now
- North Pointe Cpa Group, LLCJan 2024 to Nov 2024
- North Pointe Wealth Advisors. LLCNov 2022 to Nov 2024
- North Pointe Cpa Group, LLCJan 2022 to Dec 2023
- Cornerstone Cpa Group, LLCFeb 2015 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7665348
- Firm CRD
- 104727