Benjamin Dierkes (CRD# 6072646) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 11 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Wr Tax Planners LLC | Columbia, MO | Sep 2023 - Current | < 1 |
Wr Wealth Planners LLC | Columbia, MO | May 2020 - Current | 3 |
The W Group | Columbia, MO | Jan 2017 - Current | 7 |
V Wealth Advisors LLC | Overland Park, KS | Jan 2017 - Jun 2020 | 3 |
Lpl Financial | Columbia, MO | Jan 2017 - Mar 2020 | 3 |
Carroll Wilkerson | Columbia, MO | May 2014 - Jan 2017 | 2 |
Jared Reynolds | Columbia, MO | May 2014 - Jan 2017 | 2 |
Waddell & Reed, Inc. | Columbia, MO | Mar 2013 - Jan 2017 | 3 |
Waddell & Reed, Inc. | Columbia, MO | Feb 2013 - Jan 2017 | 3 |
Various Insurnace Carriers For W&r Insurance Agencies | Columbia, MO | Feb 2013 - Jan 2017 | 3 |
Waddell & Reed, Inc. | Columbia, MO | Oct 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- MO
-
Total Assets Under Management482MILLIONS
-
Total Number of Accounts3,070ACCOUNTS
-
Average Account Value$157,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CO, FL, GA, IA, IL, KS, KY, LA, MI, MO, NC, NE, NH, NY, OH, PA, TX, WA
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