What departments does core planning have?

core planning has employees across 2 departments including Operations, Finance.

What is the largest department at core planning?

The largest department at core planning is Finance with 23 employees.

Where are core planning employees located globally?

core planning has employees across 2 continents and 3 countries including United States Of America, Canada, Australia.

How has core planning's team size changed over time?

core planning's team has grown from approximately 32 to 35 employees based on available data.

core planning Employee Directory

Financial ServicesMissouri, United States11-50 Employees

The ideal way to serve our clients is through an independent model where we advisors are free to run our practice in a more flexible and personalized manner. 

Our clients deserve our best work, and we recognize the immeasurable benefits of professional collaboration and support so that we have the space we need to give our clients the attention they deserve.

Core Planning is a team of advisors who value independence within a powerful framework of generosity and support.

the Community RIA.

Find core planning employees' phone numbers or email addresses

core planning Global Highlights

North America
43

United States Of America
42
Canada
1

Oceania
1

Australia
1

core planning's Leadership

K. F.
Head Of Operations
Mobile Phone
Email
M. L.
Director
Mobile Phone
Email
D. C. A.
Financial Planner / Wealth Manager
Mobile Phone
Email
R. M.
Senior Financial Associate
Mobile Phone
Email
A. S.
Financial Advisor
Mobile Phone
Email
J. T.
Independent Financial Advisor
Mobile Phone
Email
R. T.
Independent Wealth Advisor | Certified Financial Planner™
Mobile Phone
Email
C. M.
Certified Financial Planner
Mobile Phone
Email

core planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from core planning

Name

Title

Contact Info

Location

Last Update

J. H.
Investment Advisor
Mobile Phone
Email
United States
Apr 17, 2026
L. D.
Financial Planner
Mobile Phone
Email
United States
Oct 27, 2025
S. H.
Independent Financial Advisor
Mobile Phone
Email
United StatesOregon
Aug 08, 2025
T. M.
Financial Advisor
Mobile Phone
Email
Mar 25, 2026
R. L.
Fee-Only Financial Planner
Mobile Phone
Email
United StatesVirginia
Oct 20, 2025
A. E.
Financial Planner
Mobile Phone
Email
United StatesMissouri
Apr 17, 2026
S. K.
Investment Advisor
Mobile Phone
Email
United StatesMissouri
Apr 14, 2026
J. H.
Financial Advisor
Mobile Phone
Email
United StatesKansas
Apr 13, 2026
S. K.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Mar 25, 2026
D. H.
Financial Planner
Mobile Phone
Email
United StatesMinnesota
Mar 29, 2025

Frequently Asked Questions

What is core planning known for?

core planning was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 706 North Main Street Dardenne Prairie, Missouri 63366 United States. Explore core planning's company overview page for more information.

What is core planning's most common email format?

core planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more core planning email formats with LeadIQ.

How many employees does core planning have currently?

core planning has approximately 38 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are core planning's key employees and leadership?

As of April 2026, core planning's key employees include:

Head Of Operations: K. F.
Director: M. L.
Financial Planner / Wealth Manager: D. C. A.
Senior Financial Associate: R. M.
Financial Advisor: A. S.

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