Lei Deng
Investment adviser representative at Core Planning
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$525MFirm 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
Experience
11 years in the industry.
- Origin Planner NetworkAug 2022 to now
- Core Planning, LLCNov 2021 to now
- Edward JonesOct 2015 to Nov 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MO).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6558754
- Firm CRD
- 154660