DFX Intelligence

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.

Registered advisor

Devin William Ploesser

Plancorp, LLCindependent RIASaint Louis, MoIA-onlyIAPD 5973755

Feed of 09/14/2026

Also filed as Devin W Ploesser

At current firm

2 y

since Aug 13, 2024

In the industry

14 y

since Nov 4, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Manager of Client Developmentreportedplancorp.comfirm site, Sep 15, 2026
Professional profile: plancorp.com/team/devin-ploesserreportedplancorp.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.

Registration history

IAPD current and previous registrations

Plancorp, LLC independent RIA current
since Aug 13, 2024 · Saint Louis, Mo
Wells Fargo Advisors wirehouse
Mar 11, 2022 to Jul 10, 2024 · St. Louis, Mo
Wells Fargo Advisors wirehouse
Aug 3, 2018 to Nov 18, 2021 · Irvine, Ca
U.S. Bancorp Investments, Inc. former
Jun 30, 2015 to Aug 9, 2018 · Laguna Niguel, Ca
Edward Jones national BD
Jan 3, 2012 to Jun 8, 2015 · Festus, Mo

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Plancorp, LLC
left Jul 10, 2024, registered Aug 13, 2024 (34 days) · Wirehouse to independent RIA
U.S. Bancorp Investments, Inc. to Wells Fargo Advisors
left Aug 9, 2018, registered Aug 3, 2018 (-6 days) · Affiliated broker-dealer or bank to wirehouse
Edward Jones to U.S. Bancorp Investments, Inc.
left Jun 8, 2015, registered Jun 30, 2015 (22 days) · Other

Signals

Devin William Ploesser left Wells Fargo Advisors for Plancorp, Llc (registered 2024-08-13)
Jul 10, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address