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Inactive

Dawn Torres-Gale

Plancorp, LLC

Estacada, OR

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 2024-06-13
OR RA APPROVED 2024-06-13
  • MO RA
    APPROVED
    Since 2024-06-13
  • OR RA
    APPROVED
    Since 2024-06-13

Branch Locations

Estacada, OR • United States

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
Zeiders Enterprises Woodbridge VA 11/2012 01/2021
Insight Financial Strategists Newton MA 03/2019 04/2020
Our Money Goals Tigard OR 04/2017 09/2022
Creative Money Llc Seattle WA 06/2021 06/2022
Compass Planning Associates, Inc. Wellesley Hills MA 09/2022 06/2024
Plancorp, Llc St Louis MO 06/2024 Present
  • 11/2012 → 01/2021
    Zeiders Enterprises
    Woodbridge, VA
  • 03/2019 → 04/2020
    Insight Financial Strategists
    Newton, MA
  • 04/2017 → 09/2022
    Our Money Goals
    Tigard, OR
  • 06/2021 → 06/2022
    Creative Money Llc
    Seattle, WA
  • 09/2022 → 06/2024
    Compass Planning Associates, Inc.
    Wellesley Hills, MA
  • 06/2024 → Present
    Plancorp, Llc
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-28
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28
Designations
Other Names
  • Dawn Marisa Weir
  • Dawn Marisa Torres

View on SEC IAPD

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