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Samantha Laforest Dombek

Investment adviser representative at Plancorp, LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Plancorp, LLCJan 2024 to now
  2. Plancorp, LLCAug 2021 to Dec 2023
  3. Reinsurance Group of AmericaSep 2020 to Aug 2021
  4. Bkd, LLPSep 2016 to Sep 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7456483
Firm CRD
106599
Advisor's SEC record (opens in a new tab)
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