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Jared Reynolds, CFP®, CDFA®, CPFA, CPWA®
WR Wealth Planners

Tel: 573-875-3939
200 E. Southampton Dr. Ste 101
Columbia, MO 65203
WR Wealth Planners | Financial Advisor in Columbia ,MO

Living for today, planning for tomorrow!


About Jared Reynolds

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.

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General Information

Firm Start Year:   2000
No.of Employees:   10-19
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   21
Work with the following types of clients:   Businesses, Individual Investors

Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Our Office, Our Offices, Video Conference

Firm Information

Firm's Number of Clients:   667
Assets Managed by Firm:   $268,420,939
Advisor's Number of Clients:   124
Advisor's Number of Managed Clients:   119
Advisor's Number of Planning Clients:   5

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Fee % Based on Assets:   1%

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:30 AM - 4:30 PM
Tue. 8:30 AM - 4:30 PM
Wed. 8:30 AM - 4:30 PM
Thu. 8:30 AM - 4:30 PM
Fri. 8:30 AM - 4:30 PM

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