Jacob E Holtgrieve

Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2022-06-27

MO RA
APPROVED

Since 2022-06-27

Branch Locations

Saint Louis, MO • United States

706 N Main St, Ofallon, MO 63366 • 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

Organization	City	State	From	To
Core Planning, Llc	Saint Louis	MO	01/2022	Present
Sevita Health	Saint Louis	MO	07/2021	Present
Premium Retail Inc	Saint Louis	MO	03/2021	06/2021
Cushman And Wakefield	Saint Louis	MO	01/2021	03/2021
Gray Painting	Saint Louis	MO	10/2020	12/2020
Centene	Saint Louis	MO	01/2020	08/2020
Student	Saint Peters	MO	01/2005	05/2020

01/2022 → Present

Core Planning, Llc

Saint Louis, MO
07/2021 → Present

Sevita Health

Saint Louis, MO
03/2021 → 06/2021

Premium Retail Inc

Saint Louis, MO
01/2021 → 03/2021

Cushman And Wakefield

Saint Louis, MO
10/2020 → 12/2020

Gray Painting

Saint Louis, MO
01/2020 → 08/2020

Centene

Saint Louis, MO
01/2005 → 05/2020

Student

Saint Peters, MO

Other Businesses

Sevita Health (MENTOR) 6067 Mexico Road, St Peters, MO 63376 Non-investment related Accounts Receivables Coordinator July 2021 - Present Jacob Holtgrieve may spend up to half his time performing duties for Sevita Health as an Accounts Receivables Coordinator, no conflict of interest exists between Sevita Health, Core Planning, LLC or any entity either may serve.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-25

S65 Uniform Investment Adviser Law Examination

2022-06-25

View on SEC IAPD