linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stan J Kovarik

Core Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stan? Claim Your Profile

About Stan J Kovarik

Stan Kovarik is an Investment Advisor Representative at Core Planning. Stan has been in the industry since January 2010. Stan has been with Core Planning since October 2020. Stan has a Series 65 license and is registered in Missouri.

Firm Information

Stan Kovarik 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stan Kovarik’s Registration & Firm History

MO

05/06/2021 - Present

Core Planning (ST. LOUIS MO)

Not sure if Stan J Kovarik is right for you?

Licenses & Designations

IA

Issued 05/06/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stan J Kovarik.
Not sure if Stan J Kovarik is right for you?