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.
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.
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: | Individual Investors, Businesses |
Services |
| Investment Types: | Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Insurance, Bonds, Stocks, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Via Email, Via Phone, Our Office, Video Conference, Our Offices |
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% |
Disclosures |
| https://wrwealth.com/disclosure/ |
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
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Mon. | 8:30 AM - 4:30 PM |
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Tue. | 8:30 AM - 4:30 PM |
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Wed. | 8:30 AM - 4:30 PM |
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Thu. | 8:30 AM - 4:30 PM |
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Fri. | 8:30 AM - 4:30 PM |
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