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John Daniel Kiely

Plancorp, LLC

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About John Daniel Kiely

John Daniel Kiely is an investment advisor representative currently registered with Plancorp, LLC. John Daniel Kiely has been in the industry for over 9 years. The firm's main office is located in Saint Louis, Missouri. Plancorp, LLC is a fee-only, independent registered investment advisor (RIA) that provides financial planning and investment management services to high-net-worth individuals, families, foundations, endowments, and businesses. Plancorp's services include wealth management, financial planning, estate planning, tax planning, and investment management. They offer a variety of investment strategies, including traditional and alternative investments. John Daniel Kiely is a highly experienced financial professional who has been recognized for his work in the financial industry. He is committed to providing his clients with personalized financial advice and guidance.

Firm Information

John Kiely 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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John Kiely’s Registration & Firm History

MO

06/08/2022 - Present

Plancorp, LLC (SAINT LOUIS MO)

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Licenses & Designations

IA

Issued 07/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Daniel Kiely.
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