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Deanna S. Orf
PLANCORP
Saint Louis, MO 63141-5829
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CRD#: 2325357
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Professional summary
Deanna Schuler Orf, CFP®, who also goes by Deanna Marie Schuler, is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.
Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Deanna has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deanna Marie Schuler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Aul Financial Group, LLC, investment related, IA dba. 16253 Swingley Ridge Rd. Suite 125 Chesterfield, MO 63017. Upon registration as a registered investment adviser will be an investment adviser representative. See Retirement Wealth Advisors, LLC for the title, hours, and description of duties. (2) Aul Financial Group, LLC, non-investment related, insurance dba. Deanna Orf, 16253 Swingley Ridge Rd. Suite 125 Chesterfield, MO 63017, life insurance sales, agent, March 2017, 5 hrs/mo., 5 hrs. during sec/trading hours (AUL Insurance Group, LLC, as of 09/2020 for commissions only, 0 hours). (3) Retirement Wealth Advisors, LLC, investment related, 16253 Swingley Ridge Rd. Suite 125 Chesterfield, MO 63017, hours dedicated per week: 35, 25 are during trading hours. Description of duties: Deanna Orf is an investment adviser representative since October 2018 providing financial planning and financial education services. 4) STL Learning Center, LLC, investment related, (Retirement Wealth Advisors, LLC, financial education program), 16253 Swingley Ridge Rd. Suite 125 Chesterfield, MO 63017, Educator, 09/2018, hours dedicated: 18 per month ZERO during trading; Description of duties: teach the New Reality in Our Retirement created by RWA
CRS (Client Relationship Summary) - RIA
Click below to view Deanna Schuler Orf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
November 2, 2023 - Present
PLANCORP, LLC
Office #1: 540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829RIA
CRD#: 106599
Saint Louis, MO
Past
October 3, 2023 - October 16, 2023
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Chesterfield, MO
Past
September 29, 2021 - December 31, 2022
AUL FINANCIAL GROUP, LLC
RIA
CRD#: 315199
Chesterfield, MO
Past
October 2, 2018 - September 7, 2023
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Chesterfield, MO
Past
November 30, 2017 - October 4, 2018
KRILOGY
RIA
CRD#: 149046
St. Peters, MO
Past
February 9, 2017 - October 24, 2017
VICUS CAPITAL, INC.
RIA
CRD#: 116021
St. Charles, MO
Past
September 10, 2007 - January 3, 2011
EDWARD JONES
RIA
CRD#: 250
O FALLON, MO
Past
August 8, 2007 - January 3, 2011
EDWARD JONES
BD
CRD#: 250
O FALLON, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PLANCORP, LLC
PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC
CRD#: 106599 / SEC#: 801-20398
RIA
Registered Investment Advisory firm - (1/14/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(11/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
PLANCORP, LLC
PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC
CRD#: 106599 / SEC#: 801-20398
RIA
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Contact information
Main Address
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829
Mailing Address
Phone number
(636) 532-7824
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,711 |
| AUM (Assets Under Management) | $ 7,294,144,052 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 12/07/2023 | ||
| 10/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PLANCORP, LLC
CRD#: 106599Saint Louis, MO 63141-5829TRUST BUT VERIFY
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