Investment adviser representative · Core Planning
Marcel M. Miu
CRD 5887067 · Ofallon, MO
At a glance
Marcel M. Miu is an investment adviser representative with Core Planning in Ofallon, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marcel’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Core PlanningSince May 2026Ofallon, MO · $525M in regulatory assets
- Simplify Wealth Planning LLCSince May 2023Austin, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marcel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.