Eusevius I Howard
Investment adviser representative at Core Planning
10 yearsExperience
1 stateRegistered in
$525MFirm assets
1 yearFirm 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
Experience
10 years in the industry.
- Core PlanningJun 2024 to now
- Wholehan MarketingJun 2024 to now
- Financial Engines Advisors L.L.C.Jun 2023 to Apr 2024
- Core PlanningMar 2022 to Jun 2023
- Northwestern Mutual Investment Services LLCApr 2020 to Mar 2022
- Northwestern Mutual Life Insurance CompanyMar 2020 to Mar 2022
- ChipotleMay 2018 to Mar 2020
- Armed ForcesApr 2017 to Nov 2020
- UnemployedAug 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7228579
- Firm CRD
- 154660