Unclaimed Profile

Jeffrey Travis Buckner

PLANCORP, LLC·SAINT LOUIS, Missouri

Series 6, Series 7, Series 24, Series 63Clean record30 years registeredPLANCORP, LLC

540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141-5829CRD# 1086144Firm CRD# 106599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Travis Buckner · SAINT LOUIS, MO

Registration

CRD #1086144 · PLANCORP, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANCORP, LLC

BRIGHTPLAN LLC

Jul 2018 – Jun 2021

SAINT LOUIS, MO

PLANCORP, LLC

Mar 1996 – Feb 2022

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 21, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANCORP, LLC

CRD 106599 · SEC 801-20398

AUM

$6.5B

Regulatory assets under management

Employees

6,627 client accounts

Services offered by PLANCORP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANCORP, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Travis Buckner offer?

Jeffrey Travis Buckner specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Travis Buckner's credentials?

Jeffrey Travis Buckner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Travis Buckner located?

Jeffrey Travis Buckner is based in SAINT LOUIS, Missouri, last registered with PLANCORP, LLC.

How does Jeffrey Travis Buckner charge for services?

Jeffrey Travis Buckner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANCORP, LLC?

PLANCORP, LLC has approximately 81 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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