Ryan R. Miller

PLANCORP

Saint Louis, MO 63141-5829

Some features on this profile are disabled

CRD#: 6056242

Professional summary

Ryan Robert Miller, CFP® is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 3 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Miller'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: 2011

Experience

Current

November 17, 2025 - Present

PLANCORP, LLC

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

RIA

CRD#: 106599

Saint Louis, MO

Past

July 14, 2022 - November 12, 2025

DEW WEALTH MANAGEMENT

RIA

CRD#: 114148

Noblesville, IN

Past

November 16, 2018 - June 20, 2022

ELSER FINANCIAL PLANNING, INC.

RIA

CRD#: 143311

INDIANAPOLIS, IN

Past

April 19, 2012 - September 17, 2018

PLANCORP, LLC

RIA

CRD#: 106599

SAINT 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

Indiana
(11/17/2025)

IAR

Missouri
(11/17/2025)

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

Current Firm

PLANCORP, LLC

CRD#: 106599 / SEC#: 801-20398

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan R. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANCORP, LLC

DEW WEALTH MANAGEMENT

ELSER FINANCIAL PLANNING, INC.

PLANCORP, LLC

Primary Firm SEC Registration

PLANCORP, LLC

State Registrations and Notice Filings

Exams

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

Similar Advisors