Sole Shareholder · Plancorp, LLC
Brian L. Wiedermann
CRD 4595459 · Named on Form ADV at one SEC-registered adviser
At a glance
Plancorp, LLC, an SEC-registered wealth manager based in Saint Louis, MO with $10.6 billion in regulatory assets, lists Brian L. Wiedermann on its Form ADV as Sole Shareholder.
Firms and roles
- Plancorp, LLCSole ShareholderWealth manager · Saint Louis, MO · $11B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- J. C. KerckhoffChairman, President, CEO and Elected Manager, Plancorp, LLC
- Wesley W. GartonChief Financial Officer, Plancorp, LLC
- Marthin F. De BeerElected Manager, Plancorp, LLC
- Brian M. KingVice Chairman and Elected Manager, Plancorp, LLC
- Michael L. EssonChief Information Security Officer, Plancorp, LLC
6 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.