Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
7yrs
Dane Johnson
Full name on record: Dane E Johnson
Financial advisor at Moneta Group Investment Advisors
Dane Johnson has worked in the financial industry for 7 years and is a fiduciary financial advisor based in St, Louis, Missouri. Dane has been with Moneta Group Investment Advisors since 2025; before that, Dane spent three years at Wells Fargo Advisors and two years at Stifel, Nicolaus &. Moneta Group Investment Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5284 advisors with offices in St, Louis, and one of 4885 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office190 Carondelet Plaza Suite 1200, St, Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$5.28 million
Advisors at the firm256
States licensed ?1 state
Services through Moneta Group Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowMoneta Group Investment Advisors, LLCCurrent firm
- 2023 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2019 – 2021Stifel, Nicolaus & Company, IncorporatedPreviously
Questions to ask Dane
Tailored to Dane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dane
How do I contact Dane?
Call Moneta Group Investment Advisors at 314-726-2300 and ask for Dane Johnson. Dane works from the St, Louis, MO office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Dane hold?
Series 66. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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