ST. LOUIS, Feb. 27, 2018 /PRNewswire/ -- Plancorp, a fee-only wealth management firm headquartered in St. Louis, Mo., today announced the appointment of Chris Kerckhoff as its CEO. This is in addition to his current title as President, which he's held since 2010.
Kerckhoff joined Plancorp as a financial planner in 1997, when the firm managed roughly $198 Million in assets. Since then, the firm has experienced significant growth with $4B in client assets across four office locations, including St. Louis, MO., Webster Groves, Mo., Sarasota, Fla. and, most recently, Nashville, Tenn. Kerckhoff serves as president and member of Plancorp's board of managers; in 2017 he also joined the board of directors of Prumentum Group, Plancorp's partner company.
During his time with Plancorp, Kerckhoff has spearheaded several noteworthy initiatives to promote employee engagement and leadership, while accelerating the company's growth. Most recently, Kerckhoff led the firm's strategic partnership with sister company BrightPlan, a direct-to-consumer, goals-based financial planning platform. Today, BrightPlan is the only human-robo hybrid solution of its kind certified by the Centre for Fiduciary Excellence (CEFEX).
Kerckhoff also helped oversee the establishment of Plancorp's Philanthropy Committee, as well as its Women's Initiative, which seeks to foster a collaborative environment among female advisors and clients, while providing financial literacy and support for women in the communities Plancorp serves.
Jeff Buckner, who founded Plancorp in 1983, remains the firm's chairman and Co-chief investment officer. He commented: "Chris joined us as one of the first five Plancorp employees. From day one, he's demonstrated the kind of visionary thinking and leadership that reflects a genuine passion for his work. He has helped guide the firm through exciting changes, while ensuring that we maintain our unique, people-first culture – and I'm delighted to announce that, as of today, he officially assumes the role of CEO."
"Over the last few years Plancorp has experienced significant growth, and developed a solid reputation for exemplary client service," added Kerckhoff. "This serves as a testament to the dedication of the incredible team we have assembled over the last 20 years. We've had a profound impact on many families' lives, and I'm enthused to lead the company as we identify new ways to deliver outstanding value."
For more information about Plancorp, visit www.plancorp.com.
Plancorp LLC was founded in 1983 as a fee-only financial planning firm in St. Louis, MO. Plancorp is an SEC-registered investment advisor with more than $4 billion in AUM (as of 12/31/17). Plancorp provides financial planning and asset management services to individuals, families, corporations and institutions. Service offerings also include corporate retirement plans and exit strategy for business owners looking to transition their business.
Plancorp was one of the nation's first registered investment advisors to become certified by the Center for Fiduciary Excellence (https://www.cefex.org) in 2007. Through independent audits, the firm has earned this certification every year since.
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