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
Derek Jess (CRD# 6550904) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
J. Kerckhoff (CRD# 4553424) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Brian King (CRD# 5557679) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Sean Kyle (CRD# 6879891) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Peter Lazaroff (CRD# 4998411) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Lawrence Legrand (CRD# 4520112) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.
Austin Lewis (CRD# 6366418) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Charles Meyer (CRD# 2320819) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.
Joseph Patane (CRD# 4924564) is an Investment Advisor Representative working at Plancorp, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
Joleen Scharenbroch (CRD# 2414183) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 27 years of experience in the finance industry.