Career
Katherine (kasey) Grelle has been Manager of Plancorp since October 2022. Katherine (kasey) Grelle is a control person of the firm and directly owns under 5% of it.
Plancorp, LLC is a Saint Louis, MO firm with $10.6B under management, 2,383 clients and 52 advisers across 13 offices, as of its September 2026 filing.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Katherine (kasey) Grelle is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Katherine (kasey) Grelle
- CRD
- 6475209
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Katherine (kasey) Grelle work?
Katherine (kasey) Grelle has been Manager of Plancorp, LLC since October 2022, and is a control person of the firm.
Leadership at Plancorp
- J. KerckhoffChairman, President, CEO and Elected Manager
- Wesley GartonChief Financial Officer
- John SastryChief Compliance Officer, Chief Legal Officer
- Marthin De BeerElected Manager
- Michael EssonChief Information Security Officer
- Brian KingVice Chairman and Elected Manager
- Brandon MuirheadElected Manager of Cynosure
- Benjamin RobinsElected Manager
- Spenser SegalManager
- Jeff SmithCOO