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Brian Matthew King

Plancorp, LLC

St. Louis, MO

CRD 5557679

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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
LA RA APPROVED 2017-04-13
TX RA APPROVED 2016-03-16
MO RA APPROVED 2008-06-25
  • LA RA
    APPROVED
    Since 2017-04-13
  • TX RA
    APPROVED
    Since 2016-03-16
  • MO RA
    APPROVED
    Since 2008-06-25

Branch Locations

540 Maryville Centre Drive Suite 105, St. Louis, MO 63141 • 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
Plancorp, Inc. St. Louis MO 06/2008 Present
  • 06/2008 → Present
    Plancorp, Inc.
    St. Louis, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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