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Eusevius I Howard

Core Planning

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About Eusevius I Howard

Eusevius Howard is an Investment Advisor Representative at Core Planning, registered with the state of Missouri. Eusevius is active in the insurance business as an independent agent for Wholehan Marketing. Eusevius has been working in the financial services industry since 2018. Eusevius is a specialist in both portfolio management and financial planning. Core Planning provides financial planning and portfolio management services to individuals. The firm serves both high-net-worth individuals and other individuals, managing approximately $62 million in assets for clients.

Firm Information

Eusevius Howard is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

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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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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Eusevius Howard’s Registration & Firm History

MO

06/18/2024 - Present

Core Planning (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/31/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eusevius I Howard.
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