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Odaro Eric Aisueni

PLAN
Houston, TX
·CRD# 7683782·3 years experience

Professional Summary

Odaro Eric Aisueni, who also goes by Odaro Aisueni, is a registered financial advisor currently at PLANCORP, LLC located in Houston, Texas. Odaro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Odaro has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Odaro Aisueni

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

PLANCORP, LLC·CRD# 106599
RIA
Houston, TX
December 10, 2025 - Present
WILLIS JOHNSON WEALTH·CRD# 119759
RIA
Houston, TX
February 7, 2024 - October 29, 2024
CWM, LLC·CRD# 155344
RIA
St. Louis, MO
January 17, 2023 - January 9, 2024

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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 - SEC (1/14/1984 Approved)

Contact Information

Main Address

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829

Phone Number

(636) 532-7824

# of Employees

112

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-08-13 PLANCORP FORM ADV PART 2A (8/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

9,200

AUM (Assets Under Management)

$10,634,525,882

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/14/2026Cover PageReport
11/13/2025Cover PageReport
10/09/2024Cover PageReport
12/07/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. NAME OF BUSINESS: Financial Planning Association NATURE: Financial Planning START: 12/2/2022 POSITION: Member APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Member 2. DJ; (DJ Daro); Is the business investment related: No; Location of the business: 11814 Sagevale Ln Houston Texas 77089 United States of America; Description of the business: I DJ weddings and events. The frequency is variable because people come to me via word of mouth. ; Responsibilities Duties: DJ; Start date with business: 2019-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15; 3. Volunteer Financial Planner; Invest STL | Rooted Initiative; Is the business investment related: Yes; Location of the business: 5600 Delmar Blvd St. Louis Missouri 63112 United States of America; Description of the business: Invest STL describes themselves as: We prioritize equitable community development by evolving our work in four key areas: direct investments in neighborhoods, investing in the local community and economic development system, convening thought leadership and testing innovative ideas to influence policies and decision-making, and reframing narratives to shift our collective understanding and awareness of St. Louis residents and neighborhoods.; Start date with business: 2023-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2.5; Percentage of total yearly compensation expected to be derived from the business: 0; 4. Co - Chair; (FPA) Financial Planning Association; Is the business investment related: No; Location of the business: 1290 Broadway Denver Colorado 80203 United States of America; Description of the business: I am the NexGen Co-Chair I'm tasked with planning and running the Nex Gen Gathering. ; Responsibilities Duties: Selecting speakers, selecting cohort leader, and choosing topics for breakout sessions. ; Start date with business: 2023-10-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; 5. Writer; nomoneymoproblems.com; Is the business investment related: No; Location of the business: 11814 Sagevale Lane Houston Texas 77089 United States of America; Description of the business: I use the website to publish articles on different financial planning topics; Responsibilities Duties: Write blog post; Start date with business: 2019-09-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;

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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 - SEC (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.
IAR
Texas
(12/10/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Odaro Eric Aisueni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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