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Devin William Ploesser

Plancorp, LLC

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About Devin William Ploesser

Devin Ploesser is an investment advisor representative with Plancorp, LLC. Devin has been in the financial services industry for over 13 years, having worked previously with Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Devin has a wide range of experience in financial planning, portfolio management, and pension consulting. Devin holds the Series 66 and Series 7 securities licenses and is registered to provide investment advisory services in Missouri and Texas. Devin has a particular focus on serving high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Devin Ploesser 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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Devin Ploesser’s Registration & Firm History

MO

08/14/2024 - Present

Plancorp, LLC (SAINT LOUIS MO)

MO

03/10/2022 - 07/10/2024

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

CA

08/03/2018 - 11/18/2021

WELLS FARGO CLEARING SERVICES, LLC (MISSION VIEJO CA)

CA

06/29/2015 - 08/09/2018

U.S. BANCORP INVESTMENTS, INC. (LAGUNA NIGUEL CA)

MO

10/21/2011 - 06/08/2015

EDWARD JONES (DESOTO MO)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Devin William Ploesser.
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