Cooper
Kaufman
Wr Wealth Planners LLC
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About this Advisor
Cooper Kaufman is a financial advisor based in Columbia, Missouri, working with Wr Wealth Planners LLC. Cooper has previously held positions at Concorde Asset Management, LLC, Full Time Student, Wr Wealth Planners LLC, The W Group, and Senior Benefit Services. Cooper has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Cooper is part of Wr Wealth Planners LLC, which operates out of Columbia, Missouri. The firm has 5 offices and 22 employees. The firm manages assets totaling $482.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wr Wealth Planners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wr Wealth Planners LLC Brokerage Details
$482,155,256
22
3,070
$157,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cooper Kaufman Work History
Wr Wealth Planners LLC
The W Group
Senior Benefit Services
Concorde Asset Management, LLC
Full Time Student
Disclosures
Please visit the SEC profile of Cooper Kaufman 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
Sarasota, FL
Columbia, MO
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