Plancorp Wealth Management: Detailed Company Information & Corporate Profile

Contact top employees from Plancorp Wealth Management

Summary

Plancorp Wealth Management is a private company that has been in the industry for 43 years. The company currently specializes in the Financial Services, Investment Banking & Brokerage, Investment Management & Fund Operators areas. The position of the President & CEO is occupied by Chris Kerckhoff. Its headquarters is located at Saint Louis, Missouri, USA. The number of employees ranges from 25 to 100. The annual revenue of Plancorp Wealth Management varies between 50M and 100M. To connect with Plancorp Wealth Management employee register on SignalHire.

Plancorp Wealth Management Websiteplancorp.com
Social Links
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Phone Number636-532-7824, 800-220-1163
Industries
Plancorp Wealth Management Headquarters address540 Maryville Centre Dr., Suite 105, St. Louis, MO, 63141 US
Company Size100-200 employees
SpecialtiesInvestment Management, Financial Planning, Asset Management, Retirement Plan Advising, Business Advisory Services, Family Office Services, Fiduciary Investing, Estate Planning, Endowments & Foundations, Tax Planning, Philanthropic Planning, Fiduciary, Fee-Only Advisors, Wealth Management
SIC Code7380, 8742
DMA CodeGreater St. Louis Metropolitan Area
Founded1983
Estimated Annual Revenue$50M - 100M
Operating StatusSubsidiary

Plancorp Wealth Management Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
Revenue
Funding
1986Privately
Held
100 - 250 32.7M $14.5M
1999Privately
Held
500 - 1.0K 251.2M $231.5M
2007Public
Company
1 - 25 < 1M $2.4M
1999Privately
Held
500 - 1.0K 120M $100M

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Plancorp Wealth Management's workforce includes employees across a wide range of tenure levels.

12% have been with the company for less than 1 year12% have been with the company for 1 to 2 years19% have been with the company for 3 to 4 years12% have been with the company for 5 to 7 years12% have been with the company for 8 to 10 years35% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Plancorp Wealth Management
Lillith Clark
Lillith ClarkExecutive Assistant to Chief Executive Officer & President
Email (4)
l***********k@dignitymemorial.com , l****k@centene.com , l***********k@gmail.com , ...
Phone (4)
+1-909-***-**75 , +1-909-***-**58 , ...
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Leo Haas
Leo Haasvice president
Email (4)
h***@gmail.com , h***@hotmail.com , h***@yahoo.com , ...
Phone (4)
+1-623-***-**14 , +1-480-***-**86 , ...
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Mike Bruno
Mike BrunoSenior Vice-President
Phone (1)
+1-***-***-6007
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Meaghan Faerber
Meaghan FaerberSenior Wealth Manager
Email (3)
m******r@bk-pc.com , m*************r@plancorp.com , d******n@att.net
Phone (1)
+1-***-***-1680
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Stacey Mannebach
Stacey MannebachWealth Manager
Email (3)
s**************h@edwardjones.com , s********h@monetagroup.com , s*************h@gmail.com
Phone (2)
+1-870-***-**51 , +1-870-***-**15
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Kevin Daniel
Kevin DanielShareholder & Senior Wealth Manager
Email (6)
d****l@plancorp.com , k**********l@ey.com , k**********l@plancorp.com , ...
Phone (2)
+1-323-***-**08 , +1-909-***-**79
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Tia McCartney
Tia McCartneyRecruiter
Email (5)
t************g@randstadusa.com , t***********y@plancorp.com , t************g@gmail.com , ...
Phone (4)
+1-909-***-**36 , +1-520-***-**40 , ...
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Madeline Shores
Madeline ShoresWealth Manager
Phone (1)
+1-***-***-9907
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Mike Dempsey
Mike DempseySenior Wealth Manager
Email (4)
m**e@pwc.com , d**********e@pwc.com , m******y@bwtpcpa.com , ...
Phone (1)
+1-***-***-7922
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Timothy Davison
Timothy DavisonSenior Financial Planner
Email (2)
t***@aol.com , d***@swamprabbits.com
Phone (3)
+1-623-***-**76 , +1-909-***-**93 , ...
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Lizeth Santiago
Lizeth SantiagoLocal Marketing Specialist
Email (1)
l*******o@regencyinvests.com
Phone (1)
+1-***-***-4528
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Wade Wallace
Wade WallaceSenior Wealth Manager
Email (1)
w******e@regencyinvests.com
Phone (3)
+1-870-***-**19 , +1-870-***-**83 , ...
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Janelle Estrada
Janelle EstradaExecutive Assistant
Email (4)
e***@gmail.com , j***@yahoo.com , e***@regencyinvests.com , ...
Phone (2)
+1-520-***-**07 , +1-520-***-**47
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Marci Deck
Marci DeckDirector of Project Management Offce
Email (2)
m****k@regencyinvests.com , m***k@regencyinvests.com
Phone (1)
+1-***-***-2940
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Riley Clancy
Riley ClancyFinancial Planner
Email (1)
r**********y@plancorp.com
Phone (1)
+1-323-***-**23
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Plancorp Wealth Management Corporate Information: FAQ

Plancorp Wealth Management operates in the Finance industries. More details can be found on the official website: plancorp.com.
The headquarters of Plancorp Wealth Management are located in St. Louis, United States.
The current CEO of Plancorp Wealth Management is Chris Kerckhoff
You can contact Plancorp Wealth Management by phone at 636-532-7824, 800-220-1163.
Plancorp Wealth Management currently employs 100-200 people.
Plancorp Wealth Management's revenue is approximately 67.3M.
Well-known competitors of Plancorp Wealth Management include Trimble Cityworks, Accela, Geospatial Corporation: Underground Infrastructure, GIS Mapping Software and SchoolDude.

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