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Plancorp, LLC CRD 106599
$10.6B regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-04-13 |
| TX | RA | APPROVED | 2016-03-03 |
| MO | RA | APPROVED | 2000-04-20 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp Llc | St. Louis | MO | 07/2010 | Present |
(1) Effective September 1, 2017, member of Investment Committee, BrightPlan, LLC, an SEC-registered investment adviser, which is affiliated with Plancorp, LLC through common owners. (2) Effective May 2020, member of Board of Managers, BrightPlan LLC, an SEC-registered investment adviser, which is affiliated with Plancorp, LLC through common owners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
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