Huntleigh Advisors
47yrs
Top advisor by experience in Saint Louis
5yrs
Yezmin Thomas
Financial advisor at Plancorp
Yezmin Thomas has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Saint Louis, Missouri. After less than a year at Cambridge Investment Research Advisors, Yezmin joined Plancorp in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141
FirmPlancorp
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.16 million
Advisors at the firm52
States licensed ?1 state
Services through Plancorp
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowPlancorp, LLCCurrent firm
- Dec 2021 – Feb 2022
Questions to ask Yezmin
Tailored to Yezmin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Yezmin
How do I contact Yezmin?
Call Plancorp at (636) 532-7824 and ask for Yezmin Thomas. Yezmin works from the Saint Louis, MO office.
How long has Yezmin been a financial advisor?
Yezmin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Yezmin hold?
Series 65. Tap any license on this page to see what it allows.
Is Yezmin a fiduciary?
Yezmin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yezmin paid?
Plancorp reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Yezmin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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