Deanna Schuler Orf
Investment adviser representative at Plancorp, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Plancorp, LLCOct 2023 to now
- Impact Partnership Wealth, LLCSep 2023 to Oct 2023
- Aul Financial Group, LLCMay 2021 to Oct 2023
- Retirement Wealth Advisors, Inc.Oct 2018 to Sep 2023
- Aul Insurance GroupSep 2018 to Oct 2023
- Mass MutualMay 2018 to Aug 2018
- Krilogy Financial LLCNov 2017 to Feb 2018
- Vicus Capital, Inc. dba Enterprise Bank & TrustJan 2017 to Oct 2017
- Nami St. LouisOct 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
Plancorp, LLC
$10.6BAssets managed
2,383Clients
52Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2325357
- Firm CRD
- 106599