John Hayes Lake
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$50.5BFirm assets
37 yearsFirm in business
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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, LLCJul 2026 to now
- Moneta Group Investment Advisors, LLCDec 2025 to Jan 2026
- Moneta Group Investment Advisors, LLCMay 2025 to Aug 2025
- Fallon & ByrneJun 2024 to Aug 2024
- University of ArkansasAug 2022 to May 2026
- Ted Drewes, IncJun 2020 to May 2025
- Chaminade College Prep SchoolJul 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8310959
- Firm CRD
- 104727