Kevin Jordan Graham
Investment adviser representative at Plancorp, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Plancorp, LLCApr 2026 to now
- CIBC Private WealthJan 2026 to Mar 2026
- Lbmz Securities, Inc.Feb 2024 to Dec 2025
- Zacks Investment Management, Inc.Oct 2023 to Dec 2025
- UnemployedMay 2023 to Oct 2023
- Sentinus, LLCMay 2021 to May 2023
- Sentinus-halo Securities, LLCMay 2021 to May 2023
- E*trade Capital Management LLCMar 2021 to May 2021
- E*trade Securities LLCMar 2021 to May 2021
- UnemployedOct 2020 to Feb 2021
- Zacks Investment ManagementSep 2016 to Oct 2020
- Lbmz Securities, Inc.May 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6656036
- Firm CRD
- 106599