Find Top Financial Advisors in Columbia, Missouri

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Columbia, Missouri
Last Updated - 25-Mar-2023

Columbia has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 34 non-vetted advisors in your local area. These financial advisors in Columbia, Missouri have an average of 21 years of experience.

NOTE: The list of financial advisors in Columbia, Missouri mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Columbia, Missouri.

Qualified Financial Advisors in Columbia, Missouri
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jared Reynolds
200 E. Southampton Dr. Ste 101,
Columbia, MO 65203
21 Not Specified $1,000,000 Fee-Only

Information on Qualified Financial Advisors in Columbia

Qualifications CRD# 4452433
Firm CRD# 306951
Series 66

Compensation/Fee Fee-Only

Office Location 200 E. Southampton Dr. Ste 101,
Phone Number 573-875-3939

Jared grew up on Truman Lake helping out with the family business at Osage Bluff Marina & Resort. Part of his practice centers on his love of the great outdoors - focusing on the professional fishing/hunting industry. Jared got his start in financial planning right out of college. He graduated from the University of Missouri, Columbia with a bachelor's degree in Personal Financial Planning. Just 3 short years later he earned the "Certified Financial Planner" (CFP®) certification. By 2003 he had partnered with Carroll Wilkerson; both share the same values, work ethic, and desire to give back to the community. Jared is a firm believer family comes first. So when he's not working hard, he's playing hard. Jared and his wife, Nikki have three boys, Brody, Gavin, and Landon. He also likes to give back to the Boy Scouts of America, the Missouri Conservation Heritage Foundation, Ducks Unlimited, and is a lifetime member of the NRA.

About WR Wealth Planners

At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thing we do is listen. We want to know what our clients care about most - their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions - before they make them. We show them how to implement the plan and make adjustments if needed as their life changes. Along the way, we do everything we can to take care of them.

Top Financial Advisor Firms in Columbia, Missouri (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
601 Nifong Blvd. , Suite 3b,
Columbia, MO 65203-6804
$410,748,473 2385 A percentage of AUM
Fixed fees
315 N Tenth St.,
Columbia, MO 65201
$372,200,207 3 Performance Based
200 E. Southampton Drive , Suite 101,
Columbia, MO 65203
$333,062,238 2124 A percentage of AUM
Hourly charges
Fixed fees
3919 S. Providence Road,
Columbia, MO 65203
$309,097,019 2086 A percentage of AUM
Hourly charges
Fixed fees
112 South College Avenue,
Columbia, MO 65201
$294,738,324 186 A percentage of AUM
1000 W. Nifong , Building 4, Suite 104,
Columbia, MO 65203
$167,000,000 430 A percentage of AUM
Hourly charges
Fixed fees
2201 Old 63 South,
Columbia, MO 65201
$153,202,113 323 A percentage of AUM

    List of Additional Advisors in Columbia, Missouri*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Voya Financial Advisors
    Inquire with Voya
    3610 Buttonwood Drive, Suite 320, Columbia, MO  65201 573-875-8005
    Karen Phillips, Bankers Life Securities Financial Representative
    Inquire with Karen
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    Ryan Stiefermann, Bankers Life Advisory Services Investment Advisor
    Inquire with Ryan
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    Pete Kim, Bankers Life Securities Financial Representative
    Inquire with Pete
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    Ethan Cooper, Washington National Agent
    Inquire with Ethan
    1416 Bodie Dr, Columbia, MO  65202 573-507-0426
    Jacob Novinger, Washington National Agent
    Inquire with Jacob
    2102 Domain Hill Ct, Columbia, MO  65201 573-424-8622
    Sean Quick, Washington National Agent
    Inquire with Sean
    214 Miramar Ln, Columbia, MO  65203 573-424-5004
    Glenn Wilde, Bankers Life Securities Financial Representative
    Inquire with Glenn
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    Jacob Portock, Bankers Life Securities Financial Representative
    Inquire with Jacob
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    Colton McCall, Bankers Life Securities Financial Representative
    Inquire with Colton
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?