Plancorp LLC
Legal Name: PLANCORP, LLC
Full Contact Details
Other Info
Plancorp LLC is legally known as PLANCORP, LLC. It is a DE Limited Liability Company. This firm has 65 employees, of which 49 are employees in advisory roles. It serves 39 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 14, 1984.
Direct Owners
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J. CHRISTOPHER KERCKHOFF
PRESIDENT AND ELECTED MANAGER owns less than 5%
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JCK II, INC.
MEMBER owns more than 10% but less than 25%
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JEFFREY TRAVIS BUCKNER
CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER owns less than 5%
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LARRY PETER GEORGE ROBINSON
ELECTED MANAGER owns less than 5%
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LAWRENCE JOHN LEGRAND
VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER owns less than 5%
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MARTHIN FREDERICK DE BEER
ELECTED MANAGER owns less than 5%
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PLANCORP HOLDINGS, INC.
MEMBER owns more than 10% but less than 25%
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PRUMENTUM GROUP INC.
MEMBER owns more than 25% but less than 50%
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SAYED MOHAMMED DARWISH
CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER owns less than 5%
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STEVEN NORMAN FRANK
VICE CHAIRMAN AND ELECTED MANAGER owns less than 5%
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WESLEY WARREN GARTON
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
Indirect Owners
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AWAKEN PARTNERS, LLC
SHAREHOLDER owns more than 25% but less than 50%
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COCO PARTNERS, LLC
SHAREHOLDER owns more than 25% but less than 50%
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GATEWAY ADVISORS INC.
MANAGING PARTNER owns 75% or more
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GREAT PURPOSES LLC
MANAGING MEMBER owns 75% or more
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ROBERT MARTIN WALLACE
DIRECTOR
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