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Core Planning

CRD 154660  ·  Ofallon, MO  ·  $525.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
154660
SEC number
801-131950
Firm type
RIA
Assets under management
$525.0M as of May 29, 2026
Website
reninvestmentadviser.com ↗
Phone
636-734-7507
Address
706 N Main St, Ofallon, MO, 63366

Advisors at this firm

46 in our index · page 1 of 1

1–46 of 46

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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