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).

Current Firm Details
400 Chesterfield Center, Suite 400, St. Louis, MO 63017
https://corepln.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $93,697
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, MO, OR, TX

Financial Advisors at Core Planning
Showing 11 - 13 of 13 top financial advisors.
11
Jon Petersen, financial advisor Chicago IL
Jon F. Petersen
CRD#: 2871009
Chicago, IL

Jon Petersen (CRD# 2871009) is an Investment Advisor Representative working at Core Planning in Chicago, IL and has 1 year of experience in the finance industry.

12
Leon Ren, financial advisor St. Louis MO
Leon Ren
CRD#: 7835814
400 Chesterfield Center, Suite 400, St. Louis, MO 63017

Leon Ren (CRD# 7835814) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has 1 year of experience in the finance industry.

13
Jay Waffle, financial advisor St. Louis MO
Jay Waffle
CRD#: 7365935
400 Chesterfield Center, Suite 400, St. Louis, MO 63017

Jay Waffle (CRD# 7365935) is an Investment Advisor Representative working at Core Planning in St. Louis, MO and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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