Dawn Torres-gale

PLANCORP

Estacada, OR

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CRD#: 7443807

Professional summary

Dawn Torres-gale, who also goes by Dawn Marisa Torres, Dawn Marisa Weir, is a registered financial advisor currently at PLANCORP, LLC located in Estacada, Oregon.

Dawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dawn has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dawn Marisa Torres | Dawn Marisa Weir

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.

Owner of Our Money Goals, a Single Person LLC (04/2017 to Present) 14747 SW 163rd Ave, Tigard, Oregon 97224 Provide financial counseling (financial services adjacent, but no investment advice provided) Our Money Goals works with clients on addressing personal financial goals including spending and savings plans, debt repayment plans, home mortgage pre-application planning and general retirement plans. Our Money Goals also provides general investment and insurance consumer education. Our Money Goals does not provide our clients with any investment or insurance advice or recommendations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Torres-gale'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

June 13, 2024 - Present

PLANCORP, LLC

RIA

CRD#: 106599

Estacada, OR

Past

October 25, 2022 - December 4, 2023

COMPASS PLANNING ASSOCIATES, INC.

RIA

CRD#: 128014

Tigard, OR

Past

November 1, 2021 - June 16, 2022

CREATIVE MONEY LLC

RIA

CRD#: 284357

Tigard, OR

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
(6/13/2024)

IAR

Oregon
(6/13/2024)

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: 10/28/2021

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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Dawn Torres-gale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Torres-gale's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANCORP, LLC

COMPASS PLANNING ASSOCIATES, INC.

CREATIVE MONEY LLC

Primary Firm SEC Registration

PLANCORP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2021

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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