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Steven Edward Cortez

MemberPlancorp, LLCCRD 2711257

About Steven Edward Cortez

Steven Edward Cortez is listed as Member at Plancorp, LLC in Saint Louis, MO. Form ADV reports a beneficial ownership band of 25-50%. Steven Edward Cortez is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Plancorp, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Steven Edward Cortez work?

Steven Edward Cortez is listed as Member at Plancorp, LLC on SEC Form ADV.

How much of Plancorp, LLC does Steven Edward Cortez own?

Form ADV reports a beneficial ownership band of 25-50%.

Plancorp, LLC

TitleMember
Ownership25-50%
Control personYes
Since2024

Modera Wealth Management, LLC

TitleMember
Ownership25-50%
Control personNo
Since2021