Inactive

Kelsey Abbott

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

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

View on SEC IAPD

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JOANN MICHELLE JOLLY

KRISTIE LYNN DANIEL

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BETH ANN ANDERSON

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CRAIG WILLIAM MARKHAM

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UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO

KEB WEALTH ADVISORS · ST. LOUIS, MO

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