Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER® and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’ lives as much as possible. Barron’s has named him among the nation’s top advisors for ten consecutive years from 2016-2025 [1].

As Family CFO, Brad works with his team to streamline his clients’ lives and be proactive in addressing their financial needs. The Koeneman Team pulls all the pieces of the financial puzzle together and makes sure that all decisions are consistent with each client achieving their goals.

Brad earned his B.B.A. in Insurance and Real Estate in 1980 and his MBA in 1981, both from University of Memphis. Prior to joining Moneta as a Partner in 2003, Brad served in executive roles at Goldman Sachs & Co., Magna Group, Inc. and A.G. Edwards & Sons.

Outside of Moneta, Brad is very active in the St. Louis community. He also enjoys spending time with his wife, children, and grandchildren , along with being a private pilot and golfer.

• Named a Barron’s Top Advisor for 10 consecutive years
• CERTIFIED FINANCIAL PLANNER®
• Accredited Wealth Management Advisor™
• Chairman of the Board of Directors of the Gateway Region YMCA, Chairman of the Investment, Executive and Finance Committees, Chairman of the Annual Fund, and Chairman of Branch Board Council
• Formerly served as co-chair of major gifts for Mary Institute & St. Louis Country Day School, the St. Louis Zoo Corporate Committee, Edgewood Children’s Center/Great Circle, and as a board member of Pioneer Bank & Trust

Brad has received recognition through awards or rankings noted above. Please see these required disclosures:

[1] Barron’s (BN) Top Financial Advisor released March 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 based on data such as size, regulatory record, quality of practice and philanthropic work provided to BN for time period ending September 30th 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, Neither Moneta nor the honoree paid any compensation in connection with obtaining or using this award. https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04