Unclaimed Profile

Mark Alan Oligschlaeger

PLANCORP, LLC·SAINT LOUIS, Missouri

Series 65Clean record7 years registeredPLANCORP, LLC

540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141-5829CRD# 2149170Firm CRD# 106599

Profile Verification

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

Identity

Mark Alan Oligschlaeger · SAINT LOUIS, MO

Registration

CRD #2149170 · PLANCORP, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANCORP, LLC

CYNOSURE GROUP, LLC

Jan 2023 – May 2025

SALT LAKE CITY, UT

CYNOSURE MANAGEMENT, LLC

May 2019 – Dec 2022

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 14, 2019

Years registered · 7

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 Mark Alan Oligschlaeger offer?

Mark Alan Oligschlaeger specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Alan Oligschlaeger's credentials?

Mark Alan Oligschlaeger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alan Oligschlaeger located?

Mark Alan Oligschlaeger is based in SAINT LOUIS, Missouri, last registered with PLANCORP, LLC.

How does Mark Alan Oligschlaeger charge for services?

Mark Alan Oligschlaeger'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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