Steven Floyd Owens
Investment adviser representative at Plancorp, LLC
12 yearsExperience
3 statesRegistered in
$10.6BFirm assets
42 yearsFirm in business
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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
12 years in the industry.
- Plancorp, LLCMar 2025 to now
- TIAAOct 2023 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to Jan 2025
- Pinnacle Technical ResourcesDec 2021 to Oct 2023
- TeksystemsMay 2021 to Dec 2021
- UnemployedNov 2020 to Apr 2021
- TIAAMar 2019 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMar 2019 to Nov 2020
- Wells Fargo Clearing Services, LLCFeb 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (LA, MO, TX).
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
- 5755381
- Firm CRD
- 106599