Carroll
Wilkerson
Wr Wealth Planners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Carroll Wilkerson is a certified financial planner working in Columbia, Missouri with a total of 3 years of relevant experience. Wilkerson works at Wr Wealth Planners LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Cmo LLC, Rotary International, K-Life, The W Group LLC, Missouri Conservation Heritage Foundation, Sunrise Southwest Rotary Club, Lpl Financial, V Wealth Advisors LLC, Wr Wealth Planners and Deer Hollow LLC. Wilkerson maintains a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Missouri. Wr Wealth Planners LLC is an advisory company that has its headquarters in Columbia, MO. The investment advisory business has offices in two locations and a total of 17 financial advisors. It administers $354 million in assets under management across its 2,356 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 2,356 accounts, 16% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees largely are based on the type of financial services offered. Fees billed by Wr Wealth Planners LLC likely are comprised 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
Carroll Wilkerson Work History
Carroll has been registered as a financial advisor for 3 years.*
Deer Hollow LLC
Wr Wealth Planners
Missouri Conservation Heritage Foundation
The W Group LLC
Cmo LLC
Lpl Financial
V Wealth Advisors LLC
Sunrise Southwest Rotary Club
K-Life
Rotary International
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Carroll Wilkerson 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.