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).

Current Firm Details
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141
http://www.plancorp.com
By the Numbers
  • Total Assets Under Management
    6,480
    MILLION
  • Total Number of Accounts
    6,627
    ACCOUNTS
  • Average Account Value
    $977,769
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Plancorp, LLC
Showing 31 - 35 of 35 top financial advisors.
31
Emily Jackson, financial advisor Saint Louis MO
Emily Jackson
CRD#: 7706702
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141

Emily Jackson (CRD# 7706702) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

32
Susan Jones, financial advisor Saint Louis MO
Susan Jones
CRD#: 7434426
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141

Susan Jones (CRD# 7434426) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

33
John Kiely, financial advisor Saint Louis MO
John D. Kiely
CRD#: 6942982
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141

John Kiely (CRD# 6942982) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.

34
Jacob Malina, financial advisor Saint Louis MO
Jacob J. Malina
CRD#: 7142856
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141

Jacob Malina (CRD# 7142856) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

35
Cherie Stueve, financial advisor Saint Louis MO
Cherie J. Stueve
CRD#: 5135881
540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141

Cherie Stueve (CRD# 5135881) is an Investment Advisor Representative working at Plancorp, LLC in Saint 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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