Claim Profile
Unclaimed Profile
MO

Mark Alan Oligschlaeger

PLANCORP, LLC·SAINT LOUIS, Missouri
Clean recordPLANCORP, 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Alan Oligschlaeger is a registered financial advisor based in SAINT LOUIS, Missouri, affiliated with PLANCORP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PLANCORP, LLC
PLANCORP, LLC
AUM
$6.5B
Regulatory assets under management
Employees
81
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2149170
Firm CRD# 106599
View on FINRA BrokerCheck →

Looking for a financial advisor in SAINT LOUIS?

Browse all registered financial advisors in SAINT LOUIS, Missouri or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Mark Alan Oligschlaeger offer?
Mark Alan Oligschlaeger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS, Missouri for a consultation.
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, working with PLANCORP, LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →