Brian Charles Watson

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

• 06/2018 → 01/2020
  Edward Jones
  St Louis, MO
• 01/2017 → 05/2018
  Southern Illinois University Edwardsville
  Edwardsville, IL
• 06/2017 → 05/2018
  Edwardsville Ymca
  Edwardsville, IL
• 02/2020 → 01/2024
  Plancorp, Llc
  St. Louis, MO
• 01/2024 → 06/2024
  Plancorp, Llc
  St. Louis, MO
• 08/2014 → 05/2018
  Southern Illinois University
  Edwardsville, IL
• 06/2024 → Present
  Plancorp, Llc
  St Louis, MO

Previous Registrations

• 2018-08-20 → 2020-01-02
  Edward Jones
  South Roxana, IL
  St Louis, MO
  Maryland Heights, MO
  Jerseyville, IL
  Litchfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16

Designations

• Certified Financial Planner