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Kevin Lee Daniel

Plancorp, LLC

Saint Louis, MO

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Current Employers
Plancorp, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-03-11
  • MO RA
    APPROVED
    Since 2022-03-11

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • 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 01/2022 Present
Ernst & Young Llp St. Louis MO 10/2011 12/2021
  • 01/2022 → Present
    Plancorp, Llc
    St. Louis, MO
  • 10/2011 → 12/2021
    Ernst & Young Llp
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-11
  • S65 Uniform Investment Adviser Law Examination
    2022-03-11
Designations

View on SEC IAPD

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Other Investors

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JASON TSCHUDY
JOANN MICHELLE JOLLY
KRISTIE LYNN DANIEL
CHRISTOPHER Jordan HOOKER
BETH ANN ANDERSON
CAROLYN SMITH LINK
CRAIG WILLIAM MARKHAM

Other Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO
MORGAN STANLEY · St. Louis, MO
M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO
UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO

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