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Rebecca Lynn Bone

Plancorp, LLC

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About Rebecca Lynn Bone

Rebecca Lynn Bone is an investment advisor representative at Plancorp, LLC, a firm with offices in Saint Louis, MO. Rebecca has been with Plancorp since August 2013. Rebecca holds Series 7, 63, and 65 licenses and is registered to provide investment advisory services in Illinois, Louisiana, and Missouri. Prior to joining Plancorp, Rebecca was employed at UMB FINANCIAL SERVICES, INC. in Saint Louis, MO from 2000 to 2013. Rebecca specializes in providing financial planning and investment management services to individuals, families, and charitable organizations. Plancorp is a fee-only firm, which means they do not receive commissions for the sale of financial products. Rebecca's firm, Plancorp, has approximately 6,627 clients and manages over $6.4 billion in assets.

Firm Information

Rebecca Bone 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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Rebecca Bone’s Registration & Firm History

MO

03/05/2014 - Present

Plancorp, LLC (SAINT LOUIS MO)

MO

02/09/2000 - 07/30/2013

UMB FINANCIAL SERVICES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/29/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Lynn Bone.
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