Core Planning
Core Planning (CRD# 154660) is a financial advisory firm headquartered in St. Louis, MO. They manage $31,013,790 in 331 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management31MILLION
-
Total Number of Accounts331ACCOUNTS
-
Average Account Value$93,697
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, MO, OR, TX
Patrick McAndrew (CRD# 4548393) is an Investment Advisor Representative working at Core Planning in La Verne, CA and has over 21 years of experience in the finance industry.
Guy Penn (CRD# 5267938) is an Investment Advisor Representative working at Core Planning in O'Fallon, MO and has over 17 years of experience in the finance industry.
Jason Fedak (CRD# 7340136) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 3 years of experience in the finance industry.
Jacob George (CRD# 7389817) is an Investment Advisor Representative working at Core Planning in Bella Vista, AR and has over 2 years of experience in the finance industry.
Jared Hamann (CRD# 7045802) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 3 years of experience in the finance industry.
Jacob Holtgrieve (CRD# 7546810) is an Investment Advisor Representative working at Core Planning in Saint Louis, MO and has 1 year of experience in the finance industry.
Danny Howard (CRD# 7859011) is an Investment Advisor Representative working at Core Planning in Waco, TX and has over 2 years of experience in the finance industry.
Seth Kelly (CRD# 3277019) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has 1 year of experience in the finance industry.
Stan Kovarik (CRD# 7364007) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 3 years of experience in the finance industry.
Tanner Millar (CRD# 7346379) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 3 years of experience in the finance industry.