Yezmin Thomas
Investment adviser representative at Plancorp, LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Plancorp, LLCFeb 2022 to now
- Yezmin Thomas Media, LLCSep 2018 to now
- Cambridge Investment Research Advisors, Inc.Oct 2021 to Jan 2022
- Entravision CommunicationsMar 2019 to Feb 2022
- Read Fort WorthMar 2017 to Aug 2018
- Telemundo-nbcNov 2006 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7444621
- Firm CRD
- 106599