Plancorp, Llc

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Description

  • If you are looking for an experienced wealth management partner who can help you manage and protect your financial life, we look forward to welcoming you to the Plancorp family.Plancorp is a Registered Investment Advisor currently overseeing approximately $3.6 billion (as of 3/31/17) of both individual and institutional assets. We are a fee-only, independently owned wealth management firm and certified fiduciary. That means were paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success.Our investment philosophy is anchored in evidence-based research studies conducted by universities and Nobel Prize-winning economists. We dont engage in playing the markets or short-term stock picking. What has set us apart since we were founded in 1983, is our commitment to absolute transparency. With Plancorp, there are never hidden agendas or hidden fees. We have one agenda only to help you reach your goals.
  • location

    Headquarters:540 Maryville Centre Drive Suite 105, St. Louis, Missouri, United States

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  • Plancorp, Llc phone

    Phone Number: +1 636-532-7824

  • Plancorp, Llc website

    Website: https://www.plancorp.com

  • Plancorp, Llc employees

    Employees:76

  • Plancorp, Llc revenue

    Revenue:$10 - 50M

  • Plancorp, Llc legal name

    Legal Name:Plancorp, Llc

  • Plancorp, Llc's Social Media

    Plancorp, Llc linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Plancorp, Llc

Chris Kerckhoff

President And Chief Executive Officer

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Peter Lazaroff

Chief Investment Officer

Susan Conrad

Chief Client Experience Officer

Brian King

Chief Planning Officer And Director Of Wealth Management

Larry Legrand

Vice Chairman, Chief Financial Officer

Jeff Buckner

Founder, Chairman And Co-Chief Investment Officer

Frequently Asked Questions regarding Plancorp, Llc

  • Where are Plancorp, Llc's Headquarters?

    Plancorp, Llc's Headquarters are in 540 Maryville Centre Drive Suite 105,St. Louis,Missouri,United States

  • What is Plancorp, Llc's phone number?

    Plancorp, Llc's phone number is +1 636-532-7824

  • What is Plancorp, Llc's official website?

    Plancorp, Llc's official website is https://www.plancorp.com

  • What is Plancorp, Llc's Revenue?

    Plancorp, Llc's revenue is $10 - 50M

  • What is Plancorp, Llc's NAICS code?

    Plancorp, Llc's NAICS code is 523930

  • How many employees are working in Plancorp, Llc

    Plancorp, Llc has 76 employees

  • What is Plancorp, Llc's Industry?

    Plancorp, Llc is in the industry of Financial Services

  • Who is Plancorp, Llc's CEO?

    Plancorp, Llc's CEO is Chris Kerckhoff

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