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Peter Joseph Lazaroff

Plancorp, LLC

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About Peter Joseph Lazaroff

Peter Lazaroff is a Certified Financial Planner™ and Chartered Financial Analyst® with over 15 years of experience in the financial services industry. Peter is currently a Registered Investment Advisor Representative with both Plancorp, LLC and Brightplan LLC. Peter's experience and expertise spans a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Peter is committed to providing his clients with personalized and comprehensive financial advice.

Firm Information

Peter Lazaroff 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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Peter Lazaroff’s Registration & Firm History

MO

02/24/2016 - Present

Plancorp, LLC (SAINT LOUIS MO)

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Licenses & Designations

IA

Issued 10/29/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Joseph Lazaroff.
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