Peter Joseph Lazaroff

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

• 03/2015 → Present
  Plancorp, Llc
  St. Louis, MO
• 04/2017 → Present
  Plancorp, Llc
  St. Louis, MO
• 06/2018 → Present
  Brightplan Llc
  San Jose, CA

Previous Registrations

• 2018-06-29 → 2025-10-24
  Brightplan Llc
  Saint Louis, MO
  San Jose, CA
• 2007-10-30 → 2015-03-27
  Acropolis Investment Management
  Chesterfield, MO

Other Businesses

Effective August 2020, Chief Investment Officer and member of Investment Committee, BrightPlan, LLC, an SEC-registered investment adviser, which is affiliated with Plancorp, LLC through common owners. Lazaroff LLC was created in January 2017 to be the owner of all my education related activities such as writing, presentations, and website (peterlazaroff.com).

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Peter Joseph Lazaroff