Plancorp LLC

Plancorp LLC, legally known as PLANCORP, LLC, is a Limited Liability Company based in Delaware with 65 employees. Out of these, 49 are employees in advisory roles. The firm currently serves 39 clients and has an approved status listed by the U.S. Securities and Exchange Commission with a registration date of Jan 14, 1984.

• J. CHRISTOPHER KERCKHOFF

  PRESIDENT AND ELECTED MANAGER owns less than 5%

• JCK II, INC.

  MEMBER owns more than 10% but less than 25%

• JEFFREY TRAVIS BUCKNER

  CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER owns less than 5%

• LARRY PETER GEORGE ROBINSON

  ELECTED MANAGER owns less than 5%

• LAWRENCE JOHN LEGRAND

  VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER owns less than 5%

• MARTHIN FREDERICK DE BEER

  ELECTED MANAGER owns less than 5%

• PLANCORP HOLDINGS, INC.

  MEMBER owns more than 10% but less than 25%

• PRUMENTUM GROUP INC.

  MEMBER owns more than 25% but less than 50%

• SAYED MOHAMMED DARWISH

  CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER owns less than 5%

• STEVEN NORMAN FRANK

  VICE CHAIRMAN AND ELECTED MANAGER owns less than 5%

• WESLEY WARREN GARTON

  CHIEF ADMINISTRATIVE OFFICER owns less than 5%

• AWAKEN PARTNERS, LLC

  SHAREHOLDER owns more than 25% but less than 50%

• COCO PARTNERS, LLC

  SHAREHOLDER owns more than 25% but less than 50%

• GATEWAY ADVISORS INC.

  MANAGING PARTNER owns 75% or more

• GREAT PURPOSES LLC

  MANAGING MEMBER owns 75% or more

• ROBERT MARTIN WALLACE

  DIRECTOR

• Saxony Capital Management LLC
• Conway Investment Research LLC
• Alpine Private Capital LLC
• Mccartney Wealth Management LLC
• Terril Brothers Inc
• Confluence Investment Management LLC

• How Plancorp, LLC's Q3 2022 vs. Q4 2022 13F Holdings Changes Could Impact the Market

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