Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
6yrs
Bryan Nelson
Full name on record: Bryan Patrick Nelson
Financial advisor at Moneta Group Investment Advisors
Bryan Nelson is a fiduciary financial advisor in St. Louis, Missouri, with 6 years in the industry. Bryan joined Moneta Group Investment Advisors in 2020, a firm offering financial planning, investment management, and private fund management. Bryan holds the CFP® designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowMoneta Group Investment Advisors, LLCCurrent firm
Contact Bryan
(314) 726-2300Moneta Group Investment Advisors main office 190 Carondelet Plaza Suite 1200St. Louis, MO 63105Office · Get directions Facebook pageMoneta Group Investment Advisors
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Questions to ask Bryan
Tailored to Bryan’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 Bryan
How do I contact Bryan?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Bryan Nelson. Bryan works from the St. Louis, MO office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Bryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryan 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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