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Samantha Laforest Dombek

Plancorp, LLC

Saint Louis, MO

CRD 7456483

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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
MO RA APPROVED 2022-03-07
  • MO RA
    APPROVED
    Since 2022-03-07

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
Plancorp, Llc St. Louis MO 08/2021 12/2023
Reinsurance Group Of America Saint Louis MO 09/2020 08/2021
Bkd, Llp Saint Louis MO 09/2016 09/2020
Unemployed Saint Louis MO 05/2016 09/2016
Plancorp, Llc St. Louis MO 01/2024 Present
  • 08/2021 → 12/2023
    St. Louis, MO
  • 09/2020 → 08/2021
    Reinsurance Group Of America
    Saint Louis, MO
  • 09/2016 → 09/2020
    Bkd, Llp
    Saint Louis, MO
  • 05/2016 → 09/2016
    Unemployed
    Saint Louis, MO
  • 01/2024 → Present
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-07
  • S65 Uniform Investment Adviser Law Examination
    2022-03-07
Designations
  • Certified Financial Planner
Other Names
  • Samantha Lynn Laforest
  • Samantha Dombek

View on SEC IAPD

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