Investment adviser representative · Core Planning
Mariko O. Gordon
CRD 4359700 · Ofallon, MO
At a glance
Mariko O. Gordon 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 Mariko’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Core PlanningSince July 2025Ofallon, MO · $525M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 10 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mariko’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.