Best Investors Account Sign in
Inactive

Kelsey Abbott

Plancorp, LLC

Saint Louis, MO

CRD 7706318

Claim This Profile
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 2023-03-07
  • MO RA
    APPROVED
    Since 2023-03-07

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 01/2020 06/2022
Plancorp, Llc St. Louis MO 07/2022 Present
Enterprise Bank And Trust St. Louis MO 10/2017 12/2019
Commerce Trust Company St. Louis MO 08/2013 09/2017
  • 01/2020 → 06/2022
    Plancorp, Llc
    St. Louis, MO
  • 07/2022 → Present
    Plancorp, Llc
    St. Louis, MO
  • 10/2017 → 12/2019
    Enterprise Bank And Trust
    St. Louis, MO
  • 08/2013 → 09/2017
    Commerce Trust Company
    St. Louis, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC

Nearby Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY

Nearby Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO

More in Saint Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor