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Robert Swieterman

Advisor

CFP®, MBA

Robert Swieterman’s goal is to be the first person you call when you have an important financial decision to make. As an Advisor on the Kukla McGinnis Brown Team, he specializes in building trusted relationships with his clients by truly understanding them on a personal and financial level. This empowers him to create personalized solutions tailored to their specific long-term goals.

Robert brings more than a decade of valuable working experience in the wealth management industry to the KMB Team. Attracted to Moneta’s exceptional reputation, commitment to remaining independent, and deep understanding of their clients, he joined the firm in 2023 after nearly 10 years serving as an advisor, most recently at Fifth Third Private Bank and Regions Bank Wealth Management.

Robert earned his B.S. degree in Finance and Marketing from the University of Kentucky, graduating with magna cum laude honors. He continued his education and earned his MBA from Indiana University. Robert also holds the CERTIFIED FINANCIAL PLANNER® certification (CFP®).

Robert recently moved to St. Louis from Lexington, Kentucky. Away from work, Robert enjoys spending time with his wife and three kids.

A WEALTH OF INFORMATION

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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

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by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

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