Graham
Buresh
Wr Wealth Planners LLC
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About this Advisor
Graham Buresh is a financial advisor who works out of Columbia, Missouri. Buresh works at Wr Wealth Planners LLC. Over the course of their career, Buresh has held roles at Wr Wealth Planners, Umb Financial, Country Club Of Missouri, City Of Columbia, Missouri Western State University and Unemployed Minor. Buresh maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Missouri. Wr Wealth Planners LLC is a registered investment business that has its headquarters in Columbia, MO. It has offices in two locations and a total of 17 financial advisors. It manages $354 million in assets across its 2,356 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 2,356 client accounts, 16% are held by high-net-worth clients who have at least $1 million in assets available to invest. Wr Wealth Planners LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules typically vary depending on the type of services provided. Fees charged by Wr Wealth Planners LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Graham Buresh Work History
Graham has been registered as a financial advisor for 0 years.*
Wr Wealth Planners
Umb Financial
Country Club Of Missouri
Missouri Western State University
City Of Columbia
Missouri Western State University
City Of Columbia
Missouri Western State University
Unemployed Minor
*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 Graham Buresh 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.
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