Wr Wealth Planners LLC
Wr Wealth Planners LLC (CRD# 306951) is a financial advisory firm headquartered in Columbia, MO. They manage $482,155,256 in 3,070 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management482MILLION
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Total Number of Accounts3,070ACCOUNTS
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Average Account Value$157,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CO, FL, GA, IA, IL, KS, KY, LA, MI, MO, NC, NE, NH, NY, OH, PA, TX, WA
Benjamin Dierkes (CRD# 6072646) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 11 years of experience in the finance industry.
Jeffrey Kaufman (CRD# 4141454) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 23 years of experience in the finance industry.
Jared Reynolds (CRD# 4452433) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 22 years of experience in the finance industry.
Carroll Wilkerson (CRD# 1395035) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 38 years of experience in the finance industry.
Simon Abegg (CRD# 7210899) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 2 years of experience in the finance industry.
Graham Buresh (CRD# 7721495) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has 1 year of experience in the finance industry.
Cooper Kaufman (CRD# 6932040) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 3 years of experience in the finance industry.
Jason Kemble (CRD# 3245412) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 7 years of experience in the finance industry.
Robert Steinmetz (CRD# 7382341) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 2 years of experience in the finance industry.