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Inactive

Valeriane Michelle Wilson

Plancorp, LLC

Park City, UT

Saint Louis, MO

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Current Employers
Plancorp, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-05-28
UT RA APPROVED 2026-05-28
  • MO RA
    APPROVED
    Since 2026-05-28
  • UT RA
    APPROVED
    Since 2026-05-28

Branch Locations

Park City, UT • United States

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
Plancorp, Llc St. Louis MO 04/2026 Present
Atrato Asset Management Santa Fe NM 04/2014 02/2019
Athena's Wealth, Inc. Park City UT 09/2019 04/2026
Athena Tax Service, Inc. Park City UT 09/2019 04/2026
Western Governors University, Masters Of Accounting Program Park City UT 04/2019 09/2020
Mccarthy Tax Loveland OH 01/2020 04/2022
Wilsonsix Studio, Llc Park City UT 01/2018 Present
S&V Homes, Llc Alburquerque NM 02/2002 Present
  • 04/2026 → Present
    St. Louis, MO
  • 04/2014 → 02/2019
    Atrato Asset Management
    Santa Fe, NM
  • 09/2019 → 04/2026
    Park City, UT
  • 09/2019 → 04/2026
    Athena Tax Service, Inc.
    Park City, UT
  • 04/2019 → 09/2020
    Western Governors University, Masters Of Accounting Program
    Park City, UT
  • 01/2020 → 04/2022
    Mccarthy Tax
    Loveland, OH
  • 01/2018 → Present
    Wilsonsix Studio, Llc
    Park City, UT
  • 02/2002 → Present
    S&V Homes, Llc
    Alburquerque, NM
Previous Registrations
Other Businesses

Women Entrepreneurs of Park City Mastermind group; Not investment-related; 1090 Center Drive, Park City, UT 84098; Networking and education for women entrepreneurs and business leaders; Community Leader; Co-Leader; 01/01/2026; 3 hours/month; 0 hours/month during trading hours; host monthly gatherings, facilitate meetings and discussions. Off-Piste Park City Podcast; Not investment-related; Private residence in Park City, UT; Community Podcast; Podcast host; Owner; 10/01/2025; 10 hours/month; 0 hours/month during trading hours; Invite and interview podcast guests to appear on podcast. Edit, produce, and publish episodes. S&V Homes LLC; Investment-related; 11824 Indian School Road, Albuquerque, NM 87112; Rental property (fourplex); Co-Owner; 01/01/2002; 1 hour/month; 0 hours/month during trading hours; Oversee bookkeeping and tax reporting for a rental property. WilsonSix Studios LLC; Not investment-related; Private residence in Park City, UT; Metal Fabrication/ Turo Car Rentals; Support; Agent and Tax Preparer; 01/01/2020; 1 hour/month; 0 hours/month during trading; Oversee bookkeeping and tax reporting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-17
  • S65 Uniform Investment Adviser Law Examination
    2014-09-17
Designations
Other Names
  • Valeriane M. Mckaskey
  • Valeriane M. Wilson

View on SEC IAPD

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