Dawn Torres-gale
Investment adviser representative at Plancorp, LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
14 years in the industry.
- Plancorp, LLCJun 2024 to now
- Compass Planning Associates, Inc.Sep 2022 to Jun 2024
- Creative Money LLCJun 2021 to Jun 2022
- Insight Financial StrategistsMar 2019 to Apr 2020
- Our Money GoalsApr 2017 to Sep 2022
- Zeiders EnterprisesNov 2012 to Jan 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, OR).
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
- 7443807
- Firm CRD
- 106599