Larry
Guess

Plancorp, LLC

CRD#6772165
Investment Advisor
in Saint Louis, MO

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About this Advisor

Larry Guess is a financial advisor operating out of Saint Louis, Missouri who has 6 years of relevant experience. Guess currently works for Plancorp, LLC. During their career, the advisor has held roles at Plancorp, LLC and Shaughnessy Kniep Hawe Paper Company. Guess holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Louisiana, Missouri and Texas. Plancorp, LLC is an advisory company based out of Saint Louis, MO. The company has a total of 76 advisors. It has $6 billion in assets between its 6,315 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 35 charities and foundations. Of its 6,315 customer accounts, 49% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees depend on which services the firm provides the client. Fee types charged by Plancorp, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

540 Maryville Centre Drive Suite 105
Saint Louis, MO 63141-5829

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Plancorp, LLC Brokerage Details

Total Assets Under Management

$5,545,417,718

MO Average: $11,469,110,461
Total Number of Employees

76

MO Average: 458
Total Number of Accounts

6,315

MO Average: 33,415
Average Account Size

$878,134

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Larry Guess Work History

Larry has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Plancorp, LLC

1998 - 2015 (17 years)

Shaughnessy Kniep Hawe Paper Company

*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 Larry Guess 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

Susan Jones
Highland Beach, FL
Jessica Weiss
Saint Louis, MO
Emily Jackson
Saint Louis, MO
Derek Jess
Saint Louis, MO
Kelsey Abbott
Saint Louis, MO
Benjamin Schwartz
Saint Louis, MO
Matthew Baisden
Saint Louis, MO
Cherie Stueve
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.

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