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Kevin Lee Daniel

Plancorp, LLC

Saint Louis, MO

CRD 5534932

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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
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
  • Certified Financial Planner

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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