OA
Odaro E. Aisueni
PLAN
Houston, TX
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CRD#: 7683782
OA
Odaro Eric AisueniPLAN
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
Aliases
Odaro Aisueni
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. 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;
CRS (Client Relationship Summary) - RIA
Click below to view Odaro Eric Aisueni's 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®
NoneExperience
Current
December 10, 2025 - Present
PLANCORP, LLC
RIA
CRD#: 106599
Houston, TX
Past
February 7, 2024 - October 29, 2024
WILLIS JOHNSON & ASSOCIATES, INC.
RIA
CRD#: 119759
HOUSTON, TX
Past
January 17, 2023 - January 9, 2024
CWM, LLC
RIA
CRD#: 155344
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
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
Texas(12/10/2025)
Current Firm
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)Loading...
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)
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 | ||
| 12/07/2023 | ||
| 10/27/2022 |
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.
