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PLANCORP, LLC

SAINT LOUIS, MO · CRD 106599 · IAPD ↗ · (636) 532-7824

$10.63BRegulatory AUM
52Advisory reps
112Employees
25Clients
More than 500Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — PLANCORP, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2026 — PLANCORP, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
June 2026 — PLANCORP, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2026 — PLANCORP, LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — PLANCORP, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
May 2026 — PLANCORP, LLC grew from 43 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2026 — PLANCORP, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — PLANCORP, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — PLANCORP, LLC added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PLANCORP, LLC shrank from 47 to 42 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
July 2024 — PLANCORP, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — PLANCORP, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — PLANCORP WEALTH MANAGEMENT is now doing business as PLANCORP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
March 2024 — PLANCORP, LLC is now doing business as PLANCORP WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.