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Dan Kissling

Advisor

CFP®

Dan Kissling is an experienced financial advisor with a decade of expertise in helping clients navigate their financial journeys. He provides personalized financial guidance, tailoring strategies for each client’s unique needs and empowering them to reach their goals while living life to the fullest. His commitment to helping others extends beyond his professional role and into his personal life.  

Before joining Moneta in 2015, Dan earned his B.S. degree in Finance and Economic Consulting from Indiana University. He currently lives in the Central West End neighborhood with his wife. 

A passionate traveler, Dan has explored destinations such as Paris, Switzerland, and Italy, while also cherishing the natural beauty of Montana and Park City. Outside of work, he enjoys skiing, golfing, and discovering new restaurants. A dedicated sports fan, Dan proudly supports the St. Louis Blues, St. Louis Cardinals, and Indiana University Hoosiers. 

  • CERTIFIED FINANCIAL PLANNER®

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Game of “Thrones”:  The Standoff between Trump and Powell

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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

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July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

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Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

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June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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