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Steven F. Owens

PLANCORP
Saint Louis, MO 63141-5829
Some features on this profile are disabled
CRD#: 5755381
SO

Professional summary

Steven Floyd Owens Jr, who also goes by Steven Floyd Owens Jr., Steven Floyd Owens, Steven Owens, Steven F Owensjr, is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Steven has worked at 4 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Floyd Owens Jr. | Steven Floyd Owens | Steven Owens | Steven F Owensjr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Floyd Owens Jr'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®
None

Experience

Current

March 25, 2025 - Present

PLANCORP, LLC

Office #1: 540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829
RIA
CRD#: 106599
Saint Louis, MO
Past

October 23, 2023 - January 31, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
St Louis, MO
Past

April 15, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Brentwood, MO
Past

April 15, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Brentwood, MO
Past

July 14, 2014 - March 26, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

March 7, 2014 - March 26, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 16, 2013 - February 13, 2014

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
CLAYTON, 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, 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
Louisiana
(3/28/2025)
IAR
Missouri
(3/25/2025)
IAR
Texas
(3/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/2013
General Securities Representative Examination

Current Firm

PLANCORP, LLC
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,711
AUM (Assets Under Management)$ 7,294,144,052

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

PLANCORP, LLC

PLANCORP, LLC

CRD#: 106599Saint Louis, MO 63141-5829

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