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Deanna Schuler Orf

Plancorp, LLC

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About Deanna Schuler Orf

Deanna Orf is a financial advisor with Plancorp, LLC. Deanna is registered to provide investment advice in Missouri. She is also licensed to provide investment advice in other states. Deanna has been in the financial services industry for over 15 years and has experience providing financial planning, portfolio management, and pension consulting services. Deanna is a Certified Financial Planner. Plancorp, LLC has been in business for over 30 years. They offer a variety of financial services, including financial planning, investment management, and retirement planning. Plancorp, LLC is headquartered in Saint Louis, Missouri. They serve a wide range of clients, including individuals, families, and businesses.

Firm Information

Deanna Orf is currently registered with Plancorp, LLC. Plancorp, LLC is a Registered Investment Adviser headquartered in SAINT LOUIS, MO, United States. They have 47 investment advisory professionals and manage approximately $6.48 Billion in assets for clients. Plancorp, LLC provides financial planning, pension consulting, and portfolio management services for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
Plancorp, LLC

540 MARYVILLE CENTRE DRIVE

SAINT LOUIS, MO 63141-5829

$6.48B

Assets Under Management

36

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deanna Orf’s Registration & Firm History

MO

11/02/2023 - Present

Plancorp, LLC (SAINT LOUIS MO)

MO

08/08/2007 - 01/03/2011

EDWARD JONES (O FALLON MO)

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Licenses & Designations

IA

Issued 02/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deanna Schuler Orf.
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