Career
Andrew Kelsen has been Chief Investment Officer of Moneta Group Investment Advisors since February 2024. Andrew Kelsen is a control person of the firm and directly owns under 5% of it. Andrew Kelsen studied at Andrew majored in Economics and Military History at Norwich University and Keene State College. He completed postgraduate work at the University of Georgia Warnell School of Forestry.
Moneta Group Investment Advisors, LLC is a St. Louis, MO firm with $50.5B under management, 9,163 clients and 239 advisers across 10 offices, as of its March 2026 filing.
Andrew Kelsen leads alternative investment sourcing, due diligence, and oversight at Moneta. He also guides Partner Teams on legacy alternative positions, produces research, and mentors the Investments Team. His experience includes private equity, hedge fund, real estate, timberland, and fixed income investments, as well as retail brokerage, fixed income and commodities trading, investment consulting, and hedge fund portfolio management.
- – present · 4 years, · Adviser representative · Firm CRD 104727
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Alabama | Approved | 12 June 2025 |
| Illinois | Approved | 23 February 2022 |
| Missouri | Approved | 7 January 2022 |
- Status
- Approved
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 January 2022 |
| Series 24 | General Securities Principal Examination | 8 May 2000 |
| Series 30 | NFA Branch Manager Examination | 20 January 2000 |
| Series 55 | Limited Representative-Equity Trader Exam | 22 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 August 1999 |
| Series 7 | General Securities Representative Examination | 22 July 1999 |
| Series 3 | National Commodity Futures Examination | 3 January 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- NFA Branch Manager Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
Individual record
- Full name
- Andrew Kristian Kelsen
- CRD
- 1517644
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Andrew Kelsen work?
Andrew Kelsen has been Chief Investment Officer of Moneta Group Investment Advisors, LLC since February 2024, and is a control person of the firm.
Is Andrew Kelsen a financial advisor?
Yes. Andrew Kelsen has a current investment-adviser registration in Alabama, Illinois and Missouri, through Moneta Group Investment Advisors since January 2022.
How many years of experience does Andrew Kelsen have?
Andrew Kelsen has 12 years in the financial industry, since January 2014, across 1 adviser firm.
What exams has Andrew Kelsen passed?
Andrew Kelsen has passed 7 licensing exams: the Series 3, Series 7, Series 63, Series 55, Series 30, Series 24 and Series 65. The earliest, the Series 3, was passed in January 1995.