Madeline Claire Shores
Investment adviser representative at Plancorp, LLC
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Plancorp, LLCMay 2022 to now
- Hoyt Advisors PcMar 2023 to Apr 2023
- Hair of the Dog Centralia LLCJun 2022 to Jan 2023
- Kemper Cpa GroupMay 2021 to May 2022
- Bkd Cpas & AdvisorsJan 2019 to Apr 2021
- Southeast Missouri State UniversityAug 2018 to Dec 2018
- UnemployedJan 2018 to Jul 2018
- Bkd Cpas & AdvisorsJun 2017 to Aug 2017
- Southeast Missouri State UniversityAug 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 8268661
- Firm CRD
- 106599