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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan David Barts is a financial advisor at Plancorp, LLC in Saint Louis, Missouri. Bryan has over 10 years of experience in the financial services industry. Bryan specializes in working with high net worth individuals, families, and charitable organizations. Bryan is a Certified Financial Planner and holds the Series 66 and Series 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
11/20/2023 - Present
Plancorp, LLC (SAINT LOUIS MO)
MO
02/10/2021 - 05/03/2023
CETERA INVESTMENT SERVICES LLC (Clayton MO)
MO
09/03/2013 - 02/01/2021
CETERA ADVISOR NETWORKS LLC (ST. LOUIS MO)
MO
03/26/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 05/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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