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Author: Chris Kerckhoff

We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…

In the Race to Zero Fees, Transparency Loses

The financial services industry is no stranger to competition, and you’ve likely heard of its latest game: the race to zero fees. On the surface, providing services at no cost sounds like another leap forward in disrupting outdated business models, but it’s not that simple. All too often, no cost Read more…

Plancorp's CEO on Employee Development & Succession Planning

    At a recent TD Ameritrade conference, I discussed Plancorp's proactive approach to adopting new technology, as well as our partnership with BrightPlan.  Read more…

The Era of RIAs

In a world where the DOL Fiduciary Rule is presumed dead- and we have different regulatory bodies, primarily the SEC, coming in with new rules- transparency has become paramount. Read more…

Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor"

Congratulations to President and CEO Chris Kerckhoff on being named to the 2018 Forbes Best-In-State Advisors list, released late last month.  An excerpt from the Missouri is below, and you can view the list in its entirety here. Read more…

5 Reasons to Choose Goals-Based Financial Planning

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…

Small Business Monthly: Chris Kerckhoff Named One of the Best Wealth Managers in St. Louis

Today, Small Business Monthly featured President Chris Kerckhoff in its list of the St. Louis area's best wealth managers. The full list of winners can be found below or at the link above. Please note: The wealth managers included in this list were nominated by Small Business Monthly readers. Read more…

St. Louis Post-Dispatch: Chris Kerckhoff on the Bitcoin Hype

I had the opportunity to contribute to the Bitcoin debate, likening the hype to a "fear of missing out" mentality. Read more…

Today, BrightPlan Launches to Public

It is my pleasure to announce that, as of today, BrightPlan has released its digital planning platform to the public. Read more…

State of the Industry: How Technology Is Transforming Financial Services

Young or old, student or professional, head of household or single, there is one constraint we all have in common: time. Read more…

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