RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
- Title
- Participant Services Advisorreportedplancorp.comfirm site, Sep 15, 2026
- Professional profile
- plancorp.com/team/steve-owensreportedplancorp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Plancorp, LLC independent RIA currentsince Mar 25, 2025 · Saint Louis, Mo
- Advice And Planning Services BD affiliatedApr 15, 2019 to Nov 13, 2020 · St Louis, Mo
- Wells Fargo Advisors wirehouseJul 14, 2014 to Mar 26, 2019 · St. Louis, Mo
- Advice And Planning Services to Plancorp, LLCleft Nov 13, 2020, registered Mar 25, 2025 (1593 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to Advice And Planning Servicesleft Mar 26, 2019, registered Apr 15, 2019 (20 days) · Wirehouse to affiliated broker-dealer or bank
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address