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CORE PLANNING, LLC, CRD 154660
OFALLON, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-08-20 (filing); first seen by DFX 2026-09-15.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GUY MICHAEL PENN | n/a | OFALLON, MO | 16 | 19 | 1 | no |
| Jared Nicholas Monroe Hamann | n/a | Collinsville, IL | OFALLON, MO | 5 | 23 | n/a | no |
| Jason R Fedak | n/a | New Milford, CT | OFALLON, MO | 5 | 19 | n/a | no |
| Tanner Millar | n/a | OFALLON, MO | Leawood, KS | 5 | 15 | n/a | no |
| Stan J Kovarik | n/a | Eolia, MO | OFALLON, MO | 5 | 16 | n/a | no |
| Lei Deng | Certified Financial Planner|Chartered Financial Analyst | Saint Louis, MO | OFALLON, MO | 4 | 10 | 2 | no |
| PATRICK M RITTER | Certified Financial Planner | OFALLON, MO | St. Peters, MO | 4 | 20 | 6 | no |
| SETH ALAN KELLY | Chartered Financial Analyst | OFALLON, MO | Jefferson City, MO | 4 | 22 | n/a | no |
| PATRICK DAVID MCANDREW | n/a | La Verne, CA | OFALLON, MO | 3 | 30 | 3 | no |
| Christopher Jordan Taylor | n/a | Birmingham, AL | OFALLON, MO | 3 | 24 | 3 | no |
| SUZANNE KAISER HIGHET | Certified Financial Planner|Chartered Financial Analyst | OFALLON, MO | Portland, OR | 3 | 22 | 5 | no |
| Emily Grace Scott | Certified Financial Planner | OFALLON, MO | Brownsboro, AL | 3 | 10 | 1 | no |
| MARCEL MARIO MIU | Certified Financial Planner|Chartered Financial Analyst | AUSTIN, TX | Austin, TX | OFALLON, MO | 3 | 15 | n/a | no |
| Leon Ren | n/a | Katy, TX | OFALLON, MO | 2 | 12 | n/a | no |
| Danny Joe Howard | n/a | OFALLON, MO | Waco, TX | 2 | 15 | n/a | no |
| JON FREDERICK PETERSEN | Certified Financial Planner | Chicago, IL | OFALLON, MO | 2 | 12 | n/a | no |
| Andrew Joseph Moran | Certified Financial Planner | OFALLON, MO | Santa Rosa, CA | 2 | 15 | 1 | no |
| ANDREW W SCHEFFER | n/a | Scarsdale, NY | OFALLON, MO | 2 | 12 | 2 | no |
| EUSEVIUS I HOWARD | n/a | Atlanta, GA | OFALLON, MO | 2 | 10 | 2 | no |
| Justin PULLARO | Certified Financial Planner | OFALLON, MO | Tampa, FL | 2 | 26 | 4 | no |
| Christopher M Miller | Certified Financial Planner | OFALLON, MO | Sanibel, FL | 2 | 12 | 2 | no |
| Rebecca Lees | n/a | Crozet, VA | OFALLON, MO | 2 | 22 | n/a | no |
| JORDAN ROBERT GILBERTI | Certified Financial Planner | HILLSBOROUGH, NJ | MILL VALLEY, CA | OFALLON, MO | Tampa, FL | Hillsborough, NJ | 1 | 12 | 3 | no |
| Joel Stephen Miller | Certified Financial Planner | Minnetonka, MN | 1 | 15 | 2 | no |
| Keenan Dean Casey | Certified Financial Planner | CLARKSTON, MI | MILL VALLEY, CA | Clarkston, MI | 1 | 10 | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 24, 2026 | $525M | $500M | 65 | 61 | 0 | n/a | n/a |
| 2024 | Apr 10, 2025 | $121M | $98.2M | 32 | 32 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 10 | 6 | 4 | 9.5% | 2 | 3 | 0 | 39 | 13 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $525M | $121M | 332.3% | n/a | n/a | 65 | 32 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PATHFINDER PLANNING AND INVESTMENTS | 2 | Aug 20, 2026 | Jun 12, 2026 | OFALLON, MO | Team lift out | RIA to new firm | 3.1% |