Gregory Dier has been an investment adviser representative at Core Planning since April 2026, and is not listed among the firm’s executive officers or direct owners. Gregory Dier holds an MBA from the University of North Carolina at Greensboro and a B.A. in Economics and Political Science from Middlebury College.
Core Planning, LLC is an Ofallon, MO firm with $525M under management, 867 clients and 61 advisers in one office, as of its September 2026 filing.
Greg Dier is an investment adviser representative with Core Planning, LLC. He has over 13 years of experience in the investment industry, with a career rooted in alternative investments and fixed income. He most recently served as a Director at a donor-advised fund provider, overseeing investments in private equity, hedge funds and other alternative assets, and has held roles at a family office, a Fortune 500 healthcare company and a global insurance-based investment management firm.
- Core PlanningCurrent– present · under a yearChristiansted, VI · Adviser representative · Firm CRD 154660
Investment adviser representative registrations
Gregory Dier is registered as an investment adviser representative in 4 states. The first approvals date from April 2026; the most recent is Virgin Islands, in September 2026.
- ColoradoSince 4 May 2026
- New HampshireSince 4 May 2026
- North CarolinaSince 30 April 2026
- Virgin IslandsSince 25 September 2026
Examinations
No examinations are on Gregory Dier’s record.
- Full name
- Gregory John Dier
- CRD
- 8262282
- Firm
- Core Planning · CRD 154660
- Office
- 2205 Church Street, Suite 102, Christiansted, VI 00820
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- corepln.com
Where does Gregory Dier work?
Gregory Dier is an investment adviser representative registered through Core Planning, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Dier a financial advisor?
Yes. Gregory Dier has a current investment-adviser registration in Colorado, New Hampshire, North Carolina and Virgin Islands, through Core Planning since April 2026.
How many years of experience does Gregory Dier have?
Gregory Dier has 0 years in the financial industry, since April 2026, across 1 adviser firm.
Where is Gregory Dier based?
Gregory Dier’s registered office is in Christiansted, VI.
Is Gregory Dier registered with FINRA?
No. Gregory Dier has no current broker registration.
How can I verify Gregory Dier’s record?
Search CRD 8262282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Dier’s full registration record.
