Bryan David Barts
Investment adviser representative at Plancorp, LLC
11 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
11 years in the industry.
- Plancorp, LLCNov 2023 to now
- Modern Dollar Planning, LLCMay 2023 to Oct 2023
- Cetera Investment Advisers LLCFeb 2021 to Apr 2023
- Cetera Investment Services LLCFeb 2021 to Apr 2023
- Cetera Advisor Networks LLCSep 2013 to Feb 2021
- Vicus Capital, Inc. (formerly Pfg Financial Advisors)May 2013 to Jan 2021
- Enterprise Bank & TrustDec 2012 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6002260
- Firm CRD
- 106599