Plancorp, LLC
Plancorp, LLC (CRD# 106599) is a financial advisory firm headquartered in Saint Louis, MO. They manage $6,479,677,393 in 6,627 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management6,480MILLION
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Total Number of Accounts6,627ACCOUNTS
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Average Account Value$977,769
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, FL, IA, IL, IN, KS, KY, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NM, NY, PA, SC, TN, TX, VA, WA, WI
Kyle Attarian (CRD# 4979901) is an Investment Advisor Representative working at Plancorp, LLC in Nashville, TN and has over 17 years of experience in the finance industry.
Matthew Baisden (CRD# 6026173) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Rebecca Bone (CRD# 4106358) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Susan Conrad (CRD# 6214608) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.
Charles Dambach (CRD# 6405758) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Steven Frank (CRD# 6089059) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 11 years of experience in the finance industry.
Harry Frazier (CRD# 4595432) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry.
Sara Gelsheimer (CRD# 5601968) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Larry Guess (CRD# 6772165) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.
Leo Haas (CRD# 5626914) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.