People do make the difference. At Plancorp, Inc. our corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations. To learn more, hover over each designation for a detailed description.
Accredited Asset Management SpecialistSM (AAMS®)
Accredited Estate Planner® (AEP®)
Certified in Long-Term Care (CLTC)
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Certified Public Accountant (CPA)
Chartered Advisor for Senior Living® (CASL®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Chartered Mutual Fund CounselorSM (CMFC®)
Chartered Retirement Planning CounselorSM (CRPC®)
Chartered Retirement Planning SpecialistSM (CRPS®)
Juris Doctor (JD)
Life Underwriting Training Council Fellow (LUTCF)
Masters of Business Administration (MBA)
Professional in Human Resources (PHR®)
Registered Employee Benefits Consultant® (REBC®)
Registered Health Underwriter® (RHU®)
Each year, all of our Associates and staff are required to participate in both industry and in-house continuing education programs. This enables everyone within our organization to keep up-to-date with products, laws, technology, and planning techniques that help better serve the needs of our clients. All Associates hold the appropriate securities registrations and insurance licenses in compliance with all Federal and State regulations.
FINRA BrokerCheck - Search
BrokerCheck provides information about current and former FINRA-registered brokers and brokerage firms. It also provides information about investment adviser firms and representatives through the Investment Adviser Public Disclosure website, sponsored by the Securities and Exchange Commission.
To start your search, click here.
Mr. Lane joined our firm after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years. Dan received a Bachelor of Arts (B.A.) from Cleveland State University...
Mr. Linden is a lifelong resident of Northeast Ohio and began his career shortly after graduating from Kent State University in 1988, with degrees in Business Management and English. Austin entered into the financial services industry...