Mary Crawley
Investment adviser representative at Plancorp, LLC
12 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
12 years in the industry.
- Plancorp, LLCJan 2024 to now
- Magellan FederalAug 2023 to now
- Family Legacy Financial Solutions, LLCFeb 2023 to Dec 2023
- Zeiders EnterprisesJan 2023 to Aug 2023
- The Bowen Consulting GroupApr 2018 to Dec 2022
- Not EmployedJul 2014 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MO, NC).
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
- 7700254
- Firm CRD
- 106599