Jeffrey
Kaufman
Wr Wealth Planners LLC
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About this Advisor
Jeffrey Kaufman is a financial advisor based in Columbia, Missouri, working with Wr Wealth Planners LLC. Jeffrey has previously held positions at Wr Wealth Planners LLC, The W Group, Jk Financial, LLC, Kaufman Family Farms, Jk Financial LLC, Ak Management - Pancheros Mexican Grill, Senior Benefit Services, Cuttingedge Advisors, Concorde Investment Services, and Concorde Asset Management, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Jeffrey 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
Jeffrey Kaufman Work History
Wr Wealth Planners LLC
The W Group
Jk Financial, LLC
Kaufman Family Farms
Jk Financial LLC
Senior Benefit Services
Concorde Asset Management, LLC
Ak Management - Pancheros Mexican Grill
Concorde Investment Services
Cuttingedge Advisors
Disclosures
Please visit the SEC profile of Jeffrey 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
Sarasota, FL
Columbia, MO
Columbia, MO
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