Michael
Dempsey

Plancorp, LLC

CRD#7829762
Investment Advisor
in Saint Louis, MO

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About this Advisor

Michael Dempsey is a financial advisor based in Saint Louis, Missouri, working with Plancorp, LLC. Michael has previously held positions at Plancorp, LLC, PricewaterhouseCoopers, Bwtp Pc, and the University of Missouri - Columbia. Michael is registered to provide services in Missouri. Currently, Michael is part of Plancorp, LLC, which operates out of Saint Louis, Missouri. The firm has 4 offices and 81 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Plancorp, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

$6,479,677,393

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

81

MO Average: 458
Total Number of Accounts

6,627

MO Average: 33,415
Average Account Size

$977,769

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

Michael Dempsey Work History

2022 - Present (2 years)

Plancorp, LLC

2017 - 2022 (5 years)

Bwtp Pc

2014 - 2017 (3 years)

Pricewaterhousecoopers

2009 - 2014 (5 years)

University Of Missouri - Columbia

Disclosures

Please visit the SEC profile of Michael Dempsey 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

Brian Watson
Saint Louis, MO
Charles Dambach
Saint Louis, MO
Mary Crawley
Saint Louis, MO
Desiree Kaul
Satellite Beach, FL
Kelsey Abbott
Saint Louis, MO
Derek Jess
Saint Louis, MO
John Kiely
Saint Louis, MO
Rebecca Bone
Saint Louis, MO

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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