Peter J. Lazaroff

PLANCORP

Saint Louis, MO 63141-5829

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CRD#: 4998411

Professional summary

Peter Joseph Lazaroff, CFP® is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Peter has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Effective August 2020, Chief Investment Officer and member of Investment Committee, BrightPlan, LLC, an SEC-registered investment adviser, which is affiliated with Plancorp, LLC through common owners. Lazaroff LLC was created in January 2017 to be the owner of all my education related activities such as writing, presentations, and website (peterlazaroff.com).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Lazaroff's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 7, 2015 - Present

PLANCORP, LLC

Office #1: 540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829

RIA

CRD#: 106599

Saint Louis, MO

Past

June 29, 2018 - October 24, 2025

BRIGHTPLAN LLC

RIA

CRD#: 283790

SAINT LOUIS, MO

Past

October 30, 2007 - March 27, 2015

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

RIA

CRD#: 121307

ST. LOUIS, 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

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

Louisiana
(4/13/2017)

IAR

Missouri
(4/7/2015)

IAR

Texas
(2/24/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/2007

Uniform Investment Adviser Law Examination

Current Firm

PLANCORP, LLC

CRD#: 106599 / SEC#: 801-20398

RIA

Registered Investment Advisory firm - (1/14/1984 Approved)

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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

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLANCORP, LLC FORM ADV PART 2A BROCHURE (6/2/2025)

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	Cover Page	Report
12/07/2023	Cover Page	Report
10/27/2022	Cover Page	Report

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.

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Peter J. Lazaroff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Lazaroff's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANCORP, LLC

BRIGHTPLAN LLC

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Primary Firm SEC Registration

PLANCORP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2007

Current Firm

PLANCORP, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PLANCORP, LLC

TRUST BUT VERIFY

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