Plancorp, LLC

Plancorp, LLC (CRD# 106599) is a financial advisory firm headquartered in Saint Louis, MO. They manage $3,026,118,200 in 5,624 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,026
    MILLION
  • Total Number of Accounts
    5,624
    ACCOUNTS
  • Average Account Value
    $538,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, MS, NH, NM, NY, OH, SC, TN, TX, WA

Financial Advisors at Plancorp, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Kyle H. Attarian
CRD#: 4979901
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Kyle Attarian (CRD# 4979901) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 11 years of experience in the finance industry. Kyle Attarian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey T. Buckner
CRD#: 1086144
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Jeffrey Buckner (CRD# 1086144) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry. Jeffrey Buckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Harry C. Frazier
CRD#: 4595432
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Harry Frazier (CRD# 4595432) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 14 years of experience in the finance industry. Harry Frazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sara M. Gelsheimer
CRD#: 5601968
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Sara Gelsheimer (CRD# 5601968) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry. Sara Gelsheimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas W. Goldberg
CRD#: 872928
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Thomas Goldberg (CRD# 872928) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry. Thomas Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
J. C. Kerckhoff
CRD#: 4553424
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

J. Kerckhoff (CRD# 4553424) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry. J. Kerckhoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Peter J. Lazaroff
CRD#: 4998411
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Peter Lazaroff (CRD# 4998411) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry. Peter Lazaroff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Benjamin J. Schwartz
CRD#: 5288094
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Benjamin Schwartz (CRD# 5288094) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry. Benjamin Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brian L. Wiedermann
CRD#: 4595459
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
96
Wealthminder
score

Brian Wiedermann (CRD# 4595459) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 14 years of experience in the finance industry. Brian Wiedermann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Rebecca L. Bone
CRD#: 4106358
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
93
Wealthminder
score

Rebecca Bone (CRD# 4106358) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.