AdvisorOS Directory
Claim Profile
CM

Carmen Mcclennon

WR WEALTH PLANNERS LLC·COLUMBIA, Missouri
Unclaimed Profile
200 E. SOUTHAMPTON DRIVE, COLUMBIA, MO 65203CRD# 7816110Firm CRD# 306951
01

About

Carmen Mcclennon is a registered financial advisor based in COLUMBIA, Missouri, affiliated with WR WEALTH PLANNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WR WEALTH PLANNERS LLC
WR WEALTH PLANNERS LLC
AUM
$482M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at WR WEALTH PLANNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7816110
Firm CRD# 306951
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, Missouri or claim this profile if it's yours.

Browse COLUMBIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Carmen Mcclennon offer?
Carmen Mcclennon specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.
What are Carmen Mcclennon's credentials?
Carmen Mcclennon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carmen Mcclennon located?
Carmen Mcclennon is based in COLUMBIA, Missouri, working with WR WEALTH PLANNERS LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Carmen Mcclennon charge for services?
Carmen Mcclennon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WR WEALTH PLANNERS LLC?
WR WEALTH PLANNERS LLC has approximately 22 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COLUMBIA
Conor Francis Delaney — CONVERGENCE FINANCIAL, LLCJon Thomas Sundvold — SUNDVOLD CAPITAL MANAGEMENT LLCJohn Pascucci — JJP CAPITAL MANAGEMENT, INC.Christopher Joseph Pascucci — JJP CAPITAL MANAGEMENT, INC.Cathleen Anne Wrisberg — CONVERGENCE FINANCIAL, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile