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Marcel Mario Miu

Core Planning

Ofallon, MO

Austin, TX

Simplify Wealth Planning LLC

Austin, TX

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-12
TX RA APPROVED 2026-05-29
  • CA RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-05-29

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Austin, TX • United States

Simplify Wealth Planning Llc

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-24
  • TX RA
    APPROVED
    Since 2023-05-24

Branch Locations

Austin, TX • 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
Core Planning, Llc Ofallon MO 05/2026 Present
Cohen & Steers Capital Management, Inc. New York NY 08/2015 04/2023
Cohen & Steers Securities, Llc New York NY 08/2015 04/2023
Simplify Wealth Planning Llc Austin TX 02/2023 Present
  • 05/2026 → Present
    Core Planning, Llc
    Ofallon, MO
  • 08/2015 → 04/2023
    Cohen & Steers Capital Management, Inc.
    New York, NY
  • 08/2015 → 04/2023
    Cohen & Steers Securities, Llc
    New York, NY
  • 02/2023 → Present
    Simplify Wealth Planning Llc
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-04-27
  • S63 Uniform Securities Agent State Law Examination
    2011-04-27
Designations
Other Names
  • Marcel Miu

View on SEC IAPD

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