DFX Intelligence
Advisors
Advisors registered through Core PlanningAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
64 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Patrick M Ritter Certified Financial Planner | Core Planning independent RIA | Ofallon, Mo | Mar 2, 2022 | 20 y | 6 | 1 |
| Eric Rodriguez | Core Planning independent RIA | Ofallon, Mo | Jan 20, 2026 | 16 y | 1 | 2 |
| Andrew W Scheffer | Core Planning independent RIA | Scarsdale, Ny | May 8, 2024 | 12 y | 2 | 4 |
| J••••• F•••••••• S•••••••• | C••• P••••••• independent RIA | Ofallon, Mo | Feb 11, 2026 | 14 y | 1 | 7 |
| E•••• G•••• S•••• Certified Financial Planner | C••• P••••••• independent RIA | Ofallon, Mo | Apr 20, 2023 | 10 y | 1 | 5 |
| J••• J••••• S••••••• | C••• P••••••• independent RIA | The Woodlands, Tx | Oct 3, 2025 | 11 y | 0 | 1 |
| M•••• K•••••••• S•••••• Certified Financial Planner | C••• P••••••• independent RIA | Albuquerque, Nm | Aug 25, 2025 | 15 y | 5 | 3 |
| K•••••• K•• S••••••••• | C••• P••••••• independent RIA | San Jose, Ca | Jan 29, 2025 | 10 y | 1 | 2 |
| C••••••••• J••••• T••••• | C••• P••••••• independent RIA | Birmingham, Al | Mar 9, 2023 | 24 y | 3 | 2 |
| R•••• G••••• T••• Certified Financial Planner | C••• P••••••• independent RIA | Pittsburg, Ca | Dec 2, 2024 | 19 y | 3 | 8 |
| F•••• V••••• | C••• P••••••• independent RIA | Kingman, Az | Feb 21, 2025 | 12 y | 1 | 3 |
| A••••• A••• W••••••• Certified Financial Planner | C••• P••••••• independent RIA | Ofallon, Mo | Mar 23, 2026 | 11 y | 7 | 1 |
| M••••••• R•• W••••• Certified Financial Planner | C••• P••••••• independent RIA | Arlington, Va | Sep 4, 2025 | 12 y | 4 | 3 |
| J•••••• Y•••• | C••• P••••••• independent RIA | Durham, Nc | Oct 11, 2025 | 11 y | 0 | 4 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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