Plancorp Wealth Management Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future.

Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests.

And that’s exactly what we do.

From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life.

Whatever your situation, we'd love to work with you. 

Visit our website at: https://www.plancorp.com/.

Find Plancorp Wealth Management employees' phone numbers or email addresses

Plancorp Wealth Management Global Highlights

Location
Employees

North America
135

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  • United States Of America
    135

Plancorp Wealth Management's Leadership

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    P. L.
    Chief Investment Officer
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    S. C.
    Chief Business Development Officer
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    D. H.
    Chief Growth Officer
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    M. E.
    Chief Information Security Officer
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    W. G.
    Chief Financial Officer
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    B. K.
    Chief Planning Officer
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    G. B.
    Chief Operating Officer
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    C. K.
    President And Chief Executive Officer
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Contact profiles from Plancorp Wealth Management

Name
Title
Contact Info
Location
Last Update
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    J. B.
    Co-Chief Investment Officer
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    UNITED STATES
    Apr 04, 2024
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    J. W.
    Senior Vice President
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    Oct 17, 2024
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    D. H.
    Director Of Brand & Marketing
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    United StatesMissouri
    Jan 06, 2025
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    L. G.
    Director Exit Strategy Advisors
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    Nov 11, 2025
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    A. L.
    Director Of Financial Planning
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    United StatesMissouri
    Nov 21, 2025
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    C. M.
    Director
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    United StatesMissouri
    Oct 20, 2025
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    E. S.
    Director Of Portfolio Management
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    United StatesMissouri
    Oct 23, 2025
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    M. B.
    Director Of Corporate Retirement Planning
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    United StatesMissouri
    Aug 10, 2025
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    J. H.
    Manager Of Application Development
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    United StatesMissouri
    Nov 15, 2025
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    A. F. T.
    Manager Of Advisor Success
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    United StatesMissouri
    Oct 23, 2025

Frequently Asked Questions

What is Plancorp Wealth Management known for?

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Plancorp Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 540 Maryville Centre Drive, Suite 105; you can contact the main corporate office by phone at . Explore Plancorp Wealth Management's company overview page for more information.

What is Plancorp Wealth Management's most common email format?

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

How many employees does Plancorp Wealth Management have currently?

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Plancorp Wealth Management has approximately 95 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Plancorp Wealth Management's key employees and leadership?

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As of December 2025, Plancorp Wealth Management's key employees include:

  • Chief Investment Officer: P. L.
  • Chief Business Development Officer: S. C.
  • Chief Growth Officer: D. H.
  • Chief Information Security Officer: M. E.
  • Chief Financial Officer: W. G.

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