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Andrew K
Series 63, Series 65
Tuscaloosa, AL
Moneta Group Investment Advisors, LLC
Andrew Kelsen is a financial advisor at Moneta Group Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Moneta, he worked at United Investment Managers, Inc. from 2008 to 2021. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge support. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.
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