PLANcorp, LLC
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36 PLANcorp, LLC employees in database. Find out everything there's to know about PLANcorp, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PLANcorp, LLC Employees
Plancorp, LLC May 2014 - Present
Kansas State University October 2012 - May 2014
Kansas State University August 2012 - May 2014
Keating and Associates Inc. January 2014 - April 2014
Kansas State University October 2010 - March 2014
Kansas State Bank January 2010 - October 2010
Education
Kansas State University 2010 — 2014
Bachelor's of Science, Personal Financial Planning
Plancorp, LLC March 2013 - Present
Plancorp, LLC January 2015 - Present
Plancorp, LLC May 2013 - December 2014
Plancorp, LLC October 2011 - May 2013
Paule, Camazine and Blumenthal, P.C. October 2009 - October 2011
Honorable Patrick Murphy, Federal District Judge for the Southern District of Illinois August 2008 - December 2008
Plancorp May 2008 - August 2008
Summers, Compton, Wells & Hamburg June 2007 - September 2007
House Republican Conference March 2005 - July 2006
Senator Christopher S. Bond May 2004 - March 2005
Education
Washington University in St. Louis School of Law 2007 — 2009
Juris Doctor (J.D.)
The George Washington University 2000 — 2004
Bachelor of Arts, Policitical Science & Communications
Chaminade College Preparatory School 1994 — 2000
Plancorp, LLC August 2015 - Present
Plancorp, LLC May 2015 - July 2015
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Science (B.S.), Personal Financial Planning
Clark Station Retail Sarasota LLLP January 2005 - Present
Plancorp, LLC January 2005 - Present
Rosin Way Office Park, LLC January 2004 - Present
Melton Machine & Control Company January 2000 - Present
SKH, Inc. January 2000 - Present
The Patane Company, LLC January 1997 - Present
Riechers Truck Body & Equipment Co., LLC January 1998 - December 2008
Warco, Inc. February 1999 - February 2005
Metalcraft Enterprises, Inc. January 1997 - December 2003
Magnet, Inc. January 1992 - December 1996
Education
University of Miami School of Law 1978 — 1979
LLM Taxation, Taxation
St. Mary's University School of Law 1975 — 1978
JD, Law
Saint Louis University 1972 — 1975
BSBA, Accounting
De Smet Jesuit High School 1968 — 1972
Plancorp, LLC October 2011 - Present
Plancorp, LLC July 2010 - October 2011
Education
University of Mississippi 2002 — 2007
Bachelor of Arts (B.A.), Marketing
Plancorp, LLC July 2010 - Present
Plancorp, LLC June 2002 - Present
Skills
Customer Service..., Customer Service..., Training & Development, Charity Events, Client Relations, Organization Skills
Education
Lindenwood University 2003 — 2006
Master of Arts (M.A.), Professional Counseling
University of Dayton 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Visitation Academy 1989 — 1998
Plancorp, LLC September 2009 - Present
Skills
Comprehensive Wealth..., Investment Advisory..., Asset Allocation, Strategic Financial..., Marketing Strategy, Client Communication, Team Leadership, Management, Retirement Planning, Investments, Estate Planning, Equities, Succession Planning, Mutual Funds
Education
The University of Memphis 2003 — 2005
Master of Business Administration (MBA),, Finance
The University of Memphis 1998 — 2003
BA, Finance
Plancorp, LLC December 2013 - Present
The Laiderman Law Firm, P.C. June 2012 - December 2013
Delta Investment Services 2006 - 2012
Delta Investment Services 2006 - 2012
Jones Group, Design & Landscaping LLC, Board Trustee January 1995 - December 2006
BMO Harris Bank 1992 - 1995
Signature Graphics, Inc. 1990 - 1992
First National Bank, AKA JPMorgan Chase 1986 - 1989
Selling Homes Inc. 1985 - 1989
Education
Indiana University Bloomington
Bachelor's of Science
Plancorp, LLC August 2011 - Present
Diversified Financial 2005 - 2011
Edward Jones 2000 - 2005
Education
Missouri State University 1973 — 1977
Bachelor's degree, Home Economics
Plancorp, LLC July 2013 - Present
Blue Ocean Portfolios February 2009 - June 2013
State Farm August 2008 - February 2009
Education
Murray State University 2004 — 2008
Bachelor of Science (BS), Social Work / Financial Planning
Plancorp, LLC March 2015 - Present
Acropolis Investment Management, LLC July 2007 - March 2015
Skills
Investments, Portfolio Management, Public Speaking, Fixed Income, Asset Allocation, Economics, Equities, Asset Management, Alternative Investments, Strategy, Securities, Writing, Blogging, Wealth Management, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Management
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Regions Bank September 2015 - Present
Plancorp, LLC October 2013 - September 2015
U.S. Trust, Bank of America September 2009 - October 2013
NationsBank (n/k/a/ Bank of America) March 1999 - September 2009
Guaranty Trust Company March 1998 - March 1999
Boatmen's Trust Company (n/k/a Bank of America) August 1993 - March 1998
Skills
Personal Trust..., Estate Planning
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Science (BS)
Parkway West
Plancorp, LLC June 2015 - Present
Phi Delta Theta, Indiana Zeta November 2013 - October 2014
1926 Investment Advisors, LLC May 2014 - July 2014
Phi Delta Theta, Indiana Zeta November 2012 - October 2013
LHD Benefit Advisors May 2013 - August 2013
Minnesota Timberwolves January 2013 - January 2013
Education
DePauw University 2011 — 2015
Economics and Management
Plancorp, LLC February 2015 - Present
Plancorp, LLC January 2013 - January 2015
Saint Louis University June 2009 - January 2013
The Business Bank of St. Louis April 2008 - June 2009
Plancorp, LLC May 2006 - August 2006
Education
Saint Louis University 2010 — 2013
MBA, Management
Saint Louis University 2003 — 2007
BSBA, Finance and Management
Plancorp, LLC November 1983 - Present
Education
University of Missouri-Saint Louis
Bachelor of Science (BS), MBA, Business and Finance
Plancorp, LLC January 2006 - Present
Maryville University August 2006 - Present
St. Louis Orthopedic Institute July 1980 - December 2006
Education
Washington University in St. Louis 1967 — 1971
AB, Biology
University of Missouri-Columbia School of Medicine 1971 — 1975
MD
Maryville University of Saint Louis 1995 — 1997
MBA
Plancorp, LLC July 2010 - Present
Boys Hope Girls Hope October 2009 - Present
Plancorp, LLC June 2008 - October 2010
PricewaterhouseCoopers, LLP August 2005 - June 2008
PricewaterhouseCoopers May 2003 - August 2005
Education
Saint Louis University 1998 — 2003
BSBA, Accounting and Finance
Springfield High School 1994 — 1998
Plancorp, LLC December 2011 - Present
Plancorp, LLC May 2008 - November 2011
Plancorp, LLC December 2007 - April 2008
Education
University of Missouri-Saint Louis 2005 — 2008
Bachelor's of Science in Business Administration, Finance & Management
Purdue University 2004 — 2005
Rochester High School 2001 — 2004
Plancorp, LLC February 2015 - Present
1926 Investment Advisors, LLC August 2006 - Present
Education
DePauw University 1982 — 1986
John Burroughs School
Capital Trust Holdings Inc. December 2014 - Present
PLANcorp, LLC August 2014 - Present
Guaranty Financial Liquidation Trust March 2014 - Present
Big Sandy Holding Company March 2014 - Present
Judge Allan Tereshko August 2011 - March 2014
Independence Seaport Museum October 2010 - July 2011
Philadelphia Law Department June 2010 - August 2010
The Law Offices of Howard B. Segal June 2009 - October 2009
School District of Philadelphia October 2007 - May 2008
Education
Widener University School of Law 2008 — 2011
University of Pennsylvania 2004 — 2008
BA, History
Plancorp, LLC April 2001 - Present
LMI Aerospace, Inc. April 1998 - April 2001
KPMG US April 1986 - April 1998
Education
Truman State University 1981 — 1983
Certificate in Medical Assisting, Medical/Clinical Assistant
Jersey Community High School 1977 — 1981
Jersey Community High School
Jersey Community High School
Plancorp, LLC December 1998 - Present
Education
Saint Louis University 1970 — 1973
JD, Law
Saint Louis University 1966 — 1970
BS in Commerce, Marketing and Accounting
Plancorp, LLC June 2014 - Present
Wolfe Nilges Nahorski PC July 2013 - June 2014
Anders CPAs + Advisors January 2010 - July 2013
BKD, LLP 2008 - December 2009
Education
Saint Louis University 2004 — 2008
BS, Accounting
Plancorp, LLC August 2006 - Present
Bank of America 2005 - 2006
Edward Jones 1999 - 2005
Skills
Microsoft Excel, Operations Management, Assemblage, Systems Integration, iRebal, PortfolioCenter, Salesforce, Advisor Exchange, Salesforce.com, Process Improvement, Technology Integration
Education
Truman State University 1988 — 1993
Bachelor of Science (B.S.), Criminal Justice
Christian Brothers College High School