Stan J Kovarik
Investment adviser representative at Core Planning
16 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
16 years in the industry.
- Shane Riffel Insurance AgencyNov 2025 to now
- Joe Kaufman Insurance AgencyJun 2021 to now
- Core PlanningOct 2020 to now
- UpsDec 2021 to Jul 2025
- City of St.paul MissouriApr 2010 to Jan 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7364007
- Firm CRD
- 154660