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RIA / WealthAdvisorCertified Financial Planner20 years in industry

PATRICK M RITTER

Advisor at CORE PLANNING

OFALLON, MO | St. Peters, MO

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Search this name across graphsid dfx:ria:7e09c655-ed53-f152-204e-e60b4be77d07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 23, 2006
First registration: Aug 16, 2006
Dual registered: no
Other names: PATRICK M RITTER|PATRICK RITTER
IAPD individual key: 4752124

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORE PLANNING	Independent wealth	Mar 2, 2022	n/a	yes	St. Peters, MO\|OFALLON, MO	Current employment
CORE PLANNING	Independent wealth	Jun 27, 2019	Jun 5, 2020	no	OFALLON, MO	Previous registration
COMPASS WEALTH	Independent wealth	Feb 1, 2019	May 29, 2019	no	ST. LOUIS, MO	Previous registration
FIDUCIARY ADVISORS, INC.	Institutional manager	May 20, 2016	Jul 25, 2017	no	ST. LOUIS, MO	Previous registration
EDWARD JONES	National bd RIA	May 27, 2010	May 10, 2016	no	Maryland Heights, MO\|ST. LOUIS, MO	Previous registration
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Mar 19, 2007	Mar 23, 2009	no	ST LOUIS, MO	Previous registration
BUCKINGHAM ASSET MANAGEMENT INC	n/a	Aug 16, 2006	Mar 20, 2007	no	CLAYTON, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPASS WEALTH	CORE PLANNING	May 29, 2019	Jun 27, 2019	29	Firm change	RIA to RIA
FIDUCIARY ADVISORS, INC.	COMPASS WEALTH	Jul 25, 2017	Feb 1, 2019	556	Firm change after gap	Other
EDWARD JONES	FIDUCIARY ADVISORS, INC.	May 10, 2016	May 20, 2016	10	Firm change	Other
BUCKINGHAM STRATEGIC WEALTH, LLC	EDWARD JONES	Mar 23, 2009	May 27, 2010	430	Firm change after gap	Other
BUCKINGHAM ASSET MANAGEMENT INC	BUCKINGHAM STRATEGIC WEALTH, LLC	Mar 20, 2007	Mar 19, 2007	-1	Firm change	Other

Relationships

Registered with (6)

→ CORE PLANNINGRegistered adviserregistration: previous registration
Jun 27, 2019 to Jun 5, 2020factForm ADV
→ COMPASS WEALTHRegistered adviserregistration: previous registration
Feb 1, 2019 to May 29, 2019factForm ADV
→ FIDUCIARY ADVISORS, INC.Registered adviserregistration: previous registration
May 20, 2016 to Jul 25, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 27, 2010 to May 10, 2016factForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Mar 19, 2007 to Mar 23, 2009factForm ADV
→ BUCKINGHAM ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Aug 16, 2006 to Mar 20, 2007factForm ADV

Dated events

No dated event names this entity yet.