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Plancorp Wealth Management Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Plancorp Wealth Management is a mid-sized financial services firm registered as an investment adviser. Based in St. Louis, Missouri, it was founded in 1983 and serves individuals, families, and businesses with complex financial needs. It emphasizes transparency and operates under a fiduciary model, with fees paid by clients and a legal obligation to act in their best interests. Its advisory scope includes taxes, retirement planning, investments, estate planning, and charitable giving, with experienced planners handling the breadth of financial planning and wealth management. The firm prioritizes evidence-based planning over short-term market timing, aiming to provide a structured roadmap for clients to manage and protect their finances. In March 2026, Plancorp completed the acquisition of Regency Investment Advisors, expanding its independent advisory footprint.

Find Plancorp Wealth Management employees' phone numbers or email addresses

Plancorp Wealth Management Global Highlights

Location
Employees

North America
144

Minus sign iconPlus sign icon
  • United States Of America
    144

Plancorp Wealth Management's Leadership

  • Stylized image of a person
    P. L.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Chief Business Development Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Chief Growth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E.
    Chief Information Security Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    Chief People Officer | Shareholder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. G.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Chief Planning Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone

Plancorp Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Human Resources
  • Business
  • Other
  • Program & Project Management
  • Consultant
  • Accounting

Contact profiles from Plancorp Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 12, 2026
  • Stylized image of a person
    G. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    J. B.
    Co-Chief Investment Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 04, 2024
  • Stylized image of a person
    J. W.
    Senior Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. H.
    Director Of Brand & Marketing
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jan 06, 2025
  • Stylized image of a person
    R. V.
    Shareholder, Director Of Practice Management
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jul 29, 2024
  • Stylized image of a person
    L. G.
    Director Exit Strategy Advisors
    Phone icon
    Mobile Phone
    United StatesMissouri
    Mar 27, 2026
  • Stylized image of a person
    A. L.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    United StatesMissouri
    May 20, 2024
  • Stylized image of a person
    C. M.
    Director
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 14, 2026
  • Stylized image of a person
    E. S.
    Director Of Portfolio Management
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jun 03, 2026

Frequently Asked Questions

What is Plancorp Wealth Management known for?

Minus sign iconPlus sign iconPlancorp 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 St. Louis, Missouri 63141 United States; you can contact the main corporate office by phone at
+1-636-532-****
. Explore Plancorp Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconPlancorp 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?

Minus sign iconPlus sign iconPlancorp Wealth Management has approximately 117 employees as of May 2026. 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 May 2026, 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 People Officer | Shareholder: A. J.

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