WR WEALTH PLANNERS LLC

COLUMBIA, Missouri·2 registered advisors·CRD# 306951
SEC# 801-1185235573-875-3939
01

Firm Overview

AUM
$482M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WR WEALTH PLANNERS LLC

2 registered advisors
Carroll Wayne Wilkerson
COLUMBIA, Missouri
CFP
Jared Wayne Reynolds
COLUMBIA, Missouri
CFP
05

Office Locations

COLUMBIA, Missouri
2 advisors

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Data sourced from SEC Form ADV filings. WR WEALTH PLANNERS LLC (CRD# 306951) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.