Benjamin
Dierkes
Wr Wealth Planners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Dierkes is a financial advisor working in Columbia, Missouri, who has 3 years of relevant experience. Dierkes works at Wr Wealth Planners LLC. Throughout their career, Dierkes has worked at Waddell & Reed, Inc, Various Insurnace Carriers For W&R Insurance Agencies, Lpl Financial, Carroll Wilkerson, Jared Reynolds, V Wealth Advisors LLC, Wr Wealth Planners and The W Group. Dierkes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Wr Wealth Planners LLC is an advisory business based out of Columbia, MO. The firm has offices in two locations and a total of 17 employees. It handles $354 million in total assets between its 2,356 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 2,356 client accounts, 16% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors typically depend on which service is provided. Fee types charged by Wr Wealth Planners LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wr Wealth Planners LLC Brokerage Details
$353,963,748
17
2,356
$150,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Benjamin Dierkes Work History
Benjamin has been registered as a financial advisor for 3 years.*
Wr Wealth Planners
The W Group
Lpl Financial
V Wealth Advisors LLC
Carroll Wilkerson
Jared Reynolds
Various Insurnace Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Dierkes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wr Wealth Planners LLC
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
