Robert
Steinmetz
Wr Wealth Planners LLC
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About this Advisor
Robert Steinmetz is a financial advisor operating out of Columbia, Missouri who has 2 years of relevant experience. Steinmetz is an advisor for Wr Wealth Planners LLC. Their career trajectory has included roles at Wr Wealth Planners, LLC, Missouri Employers Mutual Insurance and Jk Financial. Steinmetz maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Missouri. Wr Wealth Planners LLC is a registered investment business based out of Columbia, MO. The firm has offices in two locations and a total of 17 people on staff. It manages $354 million in assets under management among its 2,356 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 2,356 client accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. Wr Wealth Planners LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advisory services usually are based on which service is provided. Fee types billed by Wr Wealth Planners LLC may include some combination of 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
Robert Steinmetz Work History
Robert has been registered as a financial advisor for 2 years.*
Wr Wealth Planners, LLC
Jk Financial
Missouri Employers Mutual Insurance
*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 Robert Steinmetz 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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