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PLANCORP, LLC
PLANCORP, LLC
SAINT LOUIS, Missouri
·
9 registered advisors
·
CRD# 106599
SEC# 801-20398
4
636-532-7824
01
Firm Overview
AUM
$6.5B
Regulatory assets under management
Employees
81
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PLANCORP, LLC
9 registered advisors
Brian Louis Wiedermann
SAINT LOUIS, Missouri
CRD# 4595459
Brian Matthew King
SAINT LOUIS, Missouri
CRD# 5557679
Harry Chad Frazier
SAINT LOUIS, Missouri
CRD# 4595432
Herbert Eugene Scruggs
SAINT LOUIS, Missouri
CRD# 6589573
J. Christopher Kerckhoff
SAINT LOUIS, Missouri
CRD# 4553424
Jeffrey Travis Buckner
SAINT LOUIS, Missouri
CRD# 1086144
Lawrence John Legrand
SAINT LOUIS, Missouri
CRD# 4520112
Mark Alan Oligschlaeger
SAINT LOUIS, Missouri
CRD# 2149170
Steven Norman Frank
SAINT LOUIS, Missouri
CRD# 3179303
05
Office Locations
SAINT LOUIS, Missouri
9 advisors
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Data sourced from SEC Form ADV filings. PLANCORP, LLC (CRD# 106599) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.