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Brian Patrick Riggs

Brian P. Riggs

PLANCORP
Saint Louis, MO 63141-5829
Some features on this profile are disabled
CRD#: 6300368
Brian Patrick Riggs

Professional summary

Brian Patrick Riggs, CFP®, who also goes by Brian P Riggs, Brian Patrick Riggs, Brian Riggs, is a registered financial advisor currently at PLANCORP, LLC located in Saint Louis, Missouri.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian P Riggs | Brian Patrick Riggs | Brian Riggs

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 Brian Patrick Riggs'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: 2021

Experience

Current

October 15, 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 15, 2024 - October 7, 2025

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA
CRD#: 104727
ST. LOUIS, MO
Past

July 1, 2024 - October 8, 2024

FOCUS PARTNERS WEALTH, LLC

RIA
CRD#: 159289
CLAYTON, MO
Past

March 18, 2021 - July 1, 2024

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA
CRD#: 143323
ST LOUIS, MO
Past

September 18, 2017 - February 14, 2021

CALTON & ASSOCIATES, INC.

RIA
CRD#: 20999
Saint Charles, MO
Past

March 24, 2017 - February 14, 2021

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
Saint Charles, 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
Missouri
(10/15/2025)
IAR
Texas
(10/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
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: 3/24/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2022
General Securities Principal 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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