Daniel
Stokes

Brightplan LLC

CRD#6523395
Investment Advisor
in Saint Louis, MO

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About this Advisor

Daniel Stokes is a financial advisor based in Saint Louis, Missouri, working with Brightplan LLC. Daniel has previously held positions at Brightplan LLC, Plancorp LLC, University Of Missouri - Office For Financial Success, Commerce Bank, Veterans United Home Loans, and University Of Missouri - Columbia. Daniel is registered to provide services in Louisiana, Missouri, and Texas. Currently, Daniel is part of Brightplan LLC, which operates out of Saint Louis, Missouri. The firm has 44 employees and offers services including financial planning services and the selection of other advisers. The fee structure at Brightplan LLC includes fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees

Office Location

Saint Louis, MO

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Brightplan LLC Brokerage Details

Total Number of Employees

44

MO Average: 43

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Daniel Stokes Work History

2019 - Present (5 years)

Brightplan LLC

2016 - 2019 (3 years)

Plancorp LLC

2015 - 2016 (1 year)

University Of Missouri - Office For Financial Success

2015 - 2015 (< 1 year)

Veterans United Home Loans

2014 - 2015 (1 year)

Commerce Bank

2013 - 2016 (3 years)

University Of Missouri - Columbia

Disclosures

Please visit the SEC profile of Daniel Stokes 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 Brightplan LLC

Haleigh Albers
San Jose, CA
Daniel Lee
San Jose, CA
Daniel Stokes
Saint Louis, MO
Chantal Hersey
San Jose, CA
Joan Gonzalez
San Jose, CA
James Mitchell
Milford, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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