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Joleen Sue Scharenbroch

Plancorp, LLC

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About Joleen Sue Scharenbroch

Joleen Sue Scharenbroch is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with Plancorp, LLC and holds Series 7, 24, 63, and 65 licenses, as well as the SIE designation. Joleen has worked with PNC Investments and SII Investments, Inc. in the past. She specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Joleen is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Joleen Scharenbroch 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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Joleen Scharenbroch’s Registration & Firm History

MO

01/16/2019 - Present

Plancorp, LLC (SAINT LOUIS MO)

MO

10/13/2015 - 05/01/2017

PNC INVESTMENTS (TOWN AND COUNTRY MO)

WI

01/09/1997 - 12/31/2014

SII INVESTMENTS, INC. (PEWAUKEE WI)

NA

08/08/1996 - 01/02/1997

DAIN BOSWORTH INCORPORATED

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Licenses & Designations

IA

Issued 10/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/1998

Series 24 - General Securities Principal Examination

BC

Issued 05/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joleen Sue Scharenbroch.
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