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Benjamin Jakob Schwartz

Plancorp, LLC

Saint Louis, MO

Chicago, IL

CRD 5288094

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Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-11-27
FL RA APPROVED 2018-09-11
CA RA APPROVED 2018-06-26
LA RA APPROVED 2017-04-13
TX RA APPROVED 2016-03-16
MO RA APPROVED 2015-01-22
  • IL RA
    APPROVED
    Since 2024-11-27
  • FL RA
    APPROVED
    Since 2018-09-11
  • CA RA
    APPROVED
    Since 2018-06-26
  • LA RA
    APPROVED
    Since 2017-04-13
  • TX RA
    APPROVED
    Since 2016-03-16
  • MO RA
    APPROVED
    Since 2015-01-22

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plancorp, Llc St. Louis MO 08/2013 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-03-14
  • S63 Uniform Securities Agent State Law Examination
    2007-03-14
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Schwartz

View on SEC IAPD

Nearby Firms

&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC

Nearby Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY

Nearby Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO

More in Saint Louis, MO

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