Brad Koeneman

MBA, CFP®, AWMA®

bkoeneman@monetagroup.com

(314) 244-3239

Moneta Partner Brad Koeneman serves all of 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.

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, Brad served in executive roles at Goldman Sachs & Co., Magna Group, Inc. and A.G. Edwards & Sons.

In 2003, Brad joined Moneta Group as Partner.

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 of the pieces of the financial puzzle together and makes sure that all decisions are consistent with each client achieving their goals.

Outside of Moneta, Brad is very active in the St. Louis community. He also enjoys golf, photography, and spending time with his wife, Lynn, and two children.

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

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

Brad Koeneman

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COLEMAN POP

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?