Brian
Wiedermann
Plancorp, LLC
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About this Advisor
Brian Wiedermann is a certified financial planner based in Saint Louis, Missouri who has 21 years of relevant experience. Wiedermann is an advisor for Plancorp, LLC. They have spent their whole time as a financial advisor at Plancorp, Llc. Wiedermann holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Louisiana and Missouri. Plancorp, LLC is a financial advisory company based in Saint Louis, MO. The firm has a total of 76 people on staff. It manages $6 billion in assets among its 6,315 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 35 charitable organizations. Of its 6,315 client accounts, 49% belong to high-net-worth clients who have more than $1 million in investable assets. Plancorp, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules are based on which service is provided. Fee types charged by Plancorp, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plancorp, LLC Brokerage Details
$5,545,417,718
76
6,315
$878,134
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Wiedermann Work History
Brian has been registered as a financial advisor for 21 years.*
Plancorp, LLC (Fka Plancorp, Inc)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Wiedermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plancorp, LLC
Highland Beach, FL
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
