Devin William Ploesser

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 08/2018
  U.S. Bancorp Investments, Inc.
  Mission Viejo, CA
• 08/2018 → 11/2021
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 02/2022 → 07/2024
  Wells Fargo Clearing Services
  St. Louis, MO
• 07/2024 → Present
  Plancorp, Llc
  Saint Louis, MO

Previous Registrations

• 2022-03-11 → 2024-07-10
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2018-08-03 → 2021-11-18
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  Laguna Niguel, CA
  Irvine, CA
  Mission Viejo, CA
• 2015-06-30 → 2018-08-09
  U.S. Bancorp Investments, Inc.
  Laguna Niguel, CA
  Laguna Niguel, CA
  Laguna Beach, CA
  Mission Viejo, CA
• 2012-01-03 → 2015-06-08
  Edward Jones
  Festus, MO
  St Louis, MO
  Imperial, MO
  Arnold, MO
  De Soto, MO

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04

Other Names

• Devin W Ploesser
• Devin William Ploesser
• Devin Ploesser