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Michael P Dempsey

Plancorp, LLC

Saint Louis, MO

CRD 7829762

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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 2023-11-28
  • MO RA
    APPROVED
    Since 2023-11-28

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 12/2022 Present
Pricewaterhousecoopers St. Louis MO 09/2014 07/2017
Bwtp Pc St. Louis MO 07/2017 12/2022
  • 12/2022 → Present
    Plancorp, Llc
    St. Louis, MO
  • 09/2014 → 07/2017
    Pricewaterhousecoopers
    St. Louis, MO
  • 07/2017 → 12/2022
    Bwtp Pc
    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

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