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Bryan David Barts

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 2023-11-20
  • MO RA
    APPROVED
    Since 2023-11-20

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
Enterprise Bank & Trust Saint Louis MO 12/2012 04/2023
Vicus Capital, Inc. (Formerly Pfg Financial Advisors) State College PA 05/2013 01/2021
Cetera Advisor Networks Llc El Segundo CA 09/2013 02/2021
Cetera Investment Advisers Llc Clayton MO 02/2021 04/2023
Cetera Investment Services Llc St Cloud MN 02/2021 04/2023
Modern Dollar Planning, Llc St Louis MO 05/2023 10/2023
Plancorp, Llc St. Louis MO 11/2023 Present
  • 12/2012 → 04/2023
    Enterprise Bank & Trust
    Saint Louis, MO
  • 05/2013 → 01/2021
    Vicus Capital, Inc. (Formerly Pfg Financial Advisors)
    State College, PA
  • 09/2013 → 02/2021
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2021 → 04/2023
    Cetera Investment Advisers Llc
    Clayton, MO
  • 02/2021 → 04/2023
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2023 → 10/2023
    Modern Dollar Planning, Llc
    St Louis, MO
  • 11/2023 → Present
    Plancorp, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-11
  • S66 Uniform Combined State Law Examination
    2013-05-11
Designations

View on SEC IAPD

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UMB FINANCIAL SERVICES, INC.
KEB WEALTH ADVISORS
LARSON FINANCIAL GROUP, LLC

Other Investors

James Edward Phelps
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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