Kelsie Marie Barrow
Investment adviser representative at Plancorp, LLC
14 yearsExperience
2 statesRegistered in
PFSDesignation
$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, LLCJan 2026 to now
- Plancorp, LLCApr 2020 to Dec 2025
- Schowalter & Jabouri, P.C.Sep 2018 to Apr 2020
- Rubinbrown LLPJan 2017 to Sep 2018
- Truman State UniversityAug 2012 to Dec 2016
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 8237615
- Firm CRD
- 106599