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Jacob Gall

Modern Dollar Planning, LLC

St. Louis, MO

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Current Employers
Modern Dollar Planning, Llc

1807 Park Avenue, St. Louis, MO 63104 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-08-29
  • MO RA
    APPROVED
    Since 2024-08-29

Branch Locations

1807 Park Avenue, St. Louis, MO 63104 • 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
Centerfield Park Fairview Heights IL 05/2016 08/2017
Althoff Catholic High School Belleville IL 08/2014 05/2018
Archford Capital Strategies Swansea IL 02/2019 12/2021
Gateway Region Volleyball Fenton MO 10/2019 02/2020
Laure Financial Brentwood MO 02/2022 08/2022
Southern Illinois University Edwardsville Edwardsville IL 09/2022 10/2022
Mckendree University Lebanon IL 08/2018 05/2023
Stratman Sports Fenton MO 06/2018 Present
Collop Capital Chesterfield MO 06/2023 Present
Modern Dollar Planning, Llc St. Louis MO 08/2024 Present
  • 05/2016 → 08/2017
    Centerfield Park
    Fairview Heights, IL
  • 08/2014 → 05/2018
    Althoff Catholic High School
    Belleville, IL
  • 02/2019 → 12/2021
    Archford Capital Strategies
    Swansea, IL
  • 10/2019 → 02/2020
    Gateway Region Volleyball
    Fenton, MO
  • 02/2022 → 08/2022
    Laure Financial
    Brentwood, MO
  • 09/2022 → 10/2022
    Southern Illinois University Edwardsville
    Edwardsville, IL
  • 08/2018 → 05/2023
    Mckendree University
    Lebanon, IL
  • 06/2018 → Present
    Stratman Sports
    Fenton, MO
  • 06/2023 → Present
    Collop Capital
    Chesterfield, MO
  • 08/2024 → Present
    Modern Dollar Planning, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-19
  • S65 Uniform Investment Adviser Law Examination
    2022-11-19

View on SEC IAPD

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