Thomas
Squires
Wr Wealth Planners LLC
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About this Advisor
Thomas Squires is a financial advisor based in Columbia, Missouri, working with Wr Wealth Planners LLC. Thomas has previously held positions at Conagra Foods Inc, Squires Cpa LLC, Columbia College, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Wr Wealth Planners LLC, Wr Tax Planners, S&E Consulting, Seek Ye First LLC, Childers Property Management LLC, The W Group, Wr Tax Planners LLC, Lake House Rentals LLC, and Squires Investments LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Thomas 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
Thomas Squires Work History
Wr Wealth Planners LLC
Wr Tax Planners
The W Group
Wr Tax Planners LLC
Lake House Rentals LLC
S&E Consulting
Seek Ye First LLC
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Childers Property Management LLC
Squires Investments LLC
Columbia College
Squires Cpa LLC
Conagra Foods Inc
Disclosures
Please visit the SEC profile of Thomas Squires 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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