Robert John Anderberg
Investment adviser representative at Plancorp, LLC
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Plancorp, LLCJun 2024 to now
- Murray Street Capital Advisors, LLCFeb 2024 to Jun 2024
- Magellan FederalNov 2023 to Jun 2024
- F5 Financial Planning, LLCMay 2020 to Nov 2023
- Kms Financial Services, Inc.Oct 2019 to May 2020
- Parkland Securities LLCOct 2018 to Oct 2019
- Forster FinancialSep 2018 to May 2020
- Providence Sacred Heart Medical CenterMay 2002 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, WA).
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
- 7020592
- Firm CRD
- 106599