Unclaimed Profile

Steven Norman Frank

PLANCORP, LLC·SAINT LOUIS, Missouri

Series 65Clean record27 years registeredPLANCORP, LLC

540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141-5829CRD# 3179303Firm CRD# 106599

Profile Verification

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

Identity

Steven Norman Frank · SAINT LOUIS, MO

Registration

CRD #3179303 · PLANCORP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANCORP, LLC

PLANCORP, LLC

Jan 1999 – Oct 2021

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 27, 1999

Years registered · 27

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 Steven Norman Frank offer?

Steven Norman Frank specializes in Financial Planning, Investment Management, Wealth Management.

What are Steven Norman Frank's credentials?

Steven Norman Frank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Norman Frank located?

Steven Norman Frank is based in SAINT LOUIS, Missouri, last registered with PLANCORP, LLC.

How does Steven Norman Frank charge for services?

Steven Norman Frank'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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