# UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC. of ST. LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 116386
- Type: SEC-registered investment adviser
- SEC file number: 801-68480
- Location: 7751 CARONDELET AVE., SUITE 708, ST. LOUIS, MO, 63105
- Phone: 314-721-5522
- Latest filing: 2015-03-27
- Regulatory AUM: $196.3M
- Discretionary AUM: $185.5M
- Non-discretionary AUM: $10.9M
- Clients: 10
- Accounts: 543

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [LOCK ALBERT LAWRENCE](https://search.stillhousedata.com/person/789958) | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| [LOCK ALBERT LARRY](https://search.stillhousedata.com/person/797704) | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116386/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116386/similar
- Related entities: https://search.stillhousedata.com/firm/116386/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116386

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.