Bryan D. Barts

PLANCORP

Saint Louis, MO 63141-5829

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CRD#: 6002260

Professional summary

Bryan David Barts, CFP® is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.

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

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.

1.) LIFE & LONG TERM CARE THRU BROKERAGE UNLIMITED INC. ENTERPRISE BANK & TRUST RELATIONSHIP MANAGER & FINANCIAL PLANNER-DOES NOT MAKE INVESTMENT DECISIONS, RECOMMENDATIONS NOR SIT ON INVESTMENT COMMITTEE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Barts'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: 2018

Experience

Current

November 20, 2023 - Present

PLANCORP, LLC

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

RIA

CRD#: 106599

Saint Louis, MO

Past

May 19, 2023 - July 28, 2023

MODERN DOLLAR PLANNING, LLC

RIA

CRD#: 174695

ST. LOUIS, MO

Past

February 10, 2021 - May 3, 2023

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

Clayton, MO

Past

February 2, 2021 - May 3, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Clayton, MO

Past

September 3, 2013 - February 1, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST. LOUIS, MO

Past

June 27, 2013 - January 29, 2021

VICUS CAPITAL, INC.

RIA

CRD#: 116021

ST. LOUIS, MO

Past

March 26, 2013 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

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

Missouri
(11/20/2023)

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 66

Date: 5/11/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/2013

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Bryan D. Barts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Barts's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERN DOLLAR PLANNING, LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

VICUS CAPITAL, INC.

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

PLANCORP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2013

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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