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Wade Allan Wallace

Plancorp, LLC

Saint Louis, MO

Fresno, CA

CRD 7196331

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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:

Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-01
TX RA APPROVED 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

1312 W. Herndon Ave. Suite #101, Fresno, CA 93711 • 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
Regency Investment Advisors Inc. Fresno CA 08/2019 03/2026
Fresno State University Fresno CA 08/2015 05/2019
Meathead Movers Fresno CA 10/2016 07/2019
Plancorp, Llc Fresno CA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-13
  • S65 Uniform Investment Adviser Law Examination
    2019-05-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC

Nearby Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY

Nearby Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO

More in Saint Louis, MO

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