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
Benjamin Schwartz (CRD# 5288094) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Ranie Verby (CRD# 6459988) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Jessica Weiss (CRD# 6447839) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Brian Wiedermann (CRD# 4595459) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry.
Kelsey Abbott (CRD# 7706318) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Kevin Daniel (CRD# 5534932) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.
Michael Dempsey (CRD# 7829762) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Samantha Dombek (CRD# 7456483) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.
Meaghan Faerber (CRD# 7473041) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Kori Hemmann (CRD# 7675792) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.