Alex Timmermann
Financial Professional at Moneta Group Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alex Timmermann is a financial professional associated with Moneta Group Investment Advisors, LLC in St. Louis, MO, where they have been associated since 2022. They have worked in the securities industry since 2020 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesApr 2017 – Jan 2020St. Louis, MO
- Southeast Missouri State Rec CenterAug 2013 – Dec 2016Cape Girardeau, MO
- NISA Investment AdvisorsJan 2020 – Apr 2022St. Louis, MO
- Moneta Group Investment Advisors, LLCApr 2022 – Aug 2024St. Louis, MO
- Moneta Group Investment Advisors, LLCSep 2024 – Jul 2026St. Louis, MO
- Scott UnderwoodJul 2026 – no end date reportedSt. Louis, MO
- Northwestern Mutual Investment Services, LLCOct 2026 – no end date reportedSt. Louis, MO
- Southeast Missouri State UniversityAug 2016 – Mar 2017Cape Girardeau, MO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moneta Group Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 252
- Offices listed on AdvisorFinder:
- 5
- Main office:
- St. Louis, MO
- SEC file number:
- 801-34723
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Moneta Group Investment Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alex Timmermann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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