Unclaimed Profile

Carroll Wayne Wilkerson

WR WEALTH PLANNERS LLC·COLUMBIA, Missouri

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record29 years registeredWR WEALTH PLANNERS LLC

200 E. SOUTHAMPTON DRIVE, COLUMBIA, MO 65203CRD# 1395035Firm CRD# 306951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carroll Wayne Wilkerson · COLUMBIA, MO

Registration

CRD #1395035 · WR WEALTH PLANNERS LLC · 29 years registered

Brand Profile

Not yet started

Career History

WILKERSON ADVISORY GROUP LLC

Feb 2025 – present

WR WEALTH PLANNERS LLC

May 2020 – Mar 2025

COLUMBIA, MO

V WEALTH ADVISORS LLC

Jan 2017 – Jul 2020

Columbia, MO

WADDELL & REED

May 1997 – Jan 2017

COLUMBIA, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · May 20, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WR WEALTH PLANNERS LLC

CRD 306951 · SEC 801-118523

AUM

$482M

Regulatory assets under management

Employees

3,070 client accounts

Services offered by WR WEALTH PLANNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WR WEALTH PLANNERS LLC →

Introduction

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Frequently Asked Questions

What services does Carroll Wayne Wilkerson offer?

Carroll Wayne Wilkerson specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.

What are Carroll Wayne Wilkerson's credentials?

Carroll Wayne Wilkerson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Carroll Wayne Wilkerson located?

Carroll Wayne Wilkerson 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 Carroll Wayne Wilkerson charge for services?

Carroll Wayne Wilkerson'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.

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