CORE PLANNING, LLC
Legal name: CORE PLANNING
CRD #154660 SEC #801-131950 OFALLON, MO 636-734-7507
SEC Registered
Total AUM
$121.5M
Discretionary
$98.2M
Employees
32
Clients
51
Accounts
884
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PENN, GUY, MICHAEL | I | CCO | E | Control |
| PENN, GUY, MICHAEL | I | CCO | E | Control |
| PENN, GUY, MICHAEL | I | CCO | E | Control |
| PENN, GUY, MICHAEL | I | CCO | E | Control |
| PENN, GUY, MICHAEL | I | CCO | E | Control |
| PENN, GUY, MICHAEL | I | CCO | E | Control |
| PENN, GUY, MICHAEL | I | CCO | E | Control |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (29)
AL AR AZ CA CT FL GA ID IL KS KY MI MN MO MT NC NJ NM NV NY OR PA SC TN TX UT VA WA WI
Address
706 N MAIN STOFALLON, MO 63366
United States
Phone: 636-734-7507