Best Investors Account Sign in
Inactive

Deanna Schuler Orf

Plancorp, LLC

Saint Louis, MO

Claim This Profile
Current Employers
Plancorp, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-11-02
  • MO RA
    APPROVED
    Since 2023-11-02

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
Nami St. Louis St. Louis MO 10/2013 12/2016
Vicus Capital, Inc. Dba Enterprise Bank & Trust Clayton MO 01/2017 10/2017
Krilogy Financial Llc St. Peters MO 11/2017 02/2018
Mass Mutual St. Louis MO 05/2018 08/2018
Aul Insurance Group Chesterfield MO 09/2018 10/2023
Retirement Wealth Advisors, Inc. Chester MO 10/2018 09/2023
Aul Financial Group, Llc Chesterfield MO 05/2021 10/2023
Impact Partnership Wealth, Llc Kennesaw GA 09/2023 10/2023
Plancorp, Llc St. Louis MO 10/2023 Present
  • 10/2013 → 12/2016
    Nami St. Louis
    St. Louis, MO
  • 01/2017 → 10/2017
    Vicus Capital, Inc. Dba Enterprise Bank & Trust
    Clayton, MO
  • 11/2017 → 02/2018
    Krilogy Financial Llc
    St. Peters, MO
  • 05/2018 → 08/2018
    Mass Mutual
    St. Louis, MO
  • 09/2018 → 10/2023
    Aul Insurance Group
    Chesterfield, MO
  • 10/2018 → 09/2023
    Retirement Wealth Advisors, Inc.
    Chester, MO
  • 05/2021 → 10/2023
    Aul Financial Group, Llc
    Chesterfield, MO
  • 09/2023 → 10/2023
    Impact Partnership Wealth, Llc
    Kennesaw, GA
  • 10/2023 → Present
    Plancorp, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-09
S66 Uniform Combined State Law Examination 2007-08-24
  • S65 Uniform Investment Adviser Law Examination
    2017-02-09
  • S66 Uniform Combined State Law Examination
    2007-08-24
Designations
Other Names
  • Deanna Schuler Orf
  • Deanna Marie Schuler

View on SEC IAPD

Other Firms

&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC
MORGAN STANLEY
M HOLDINGS SECURITIES, INC.
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

More in Saint Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor