Carroll Wayne Wilkerson
Managing Member, CcoWr Wealth Planners LLCCRD 1395035
About Carroll Wayne Wilkerson
Carroll Wayne Wilkerson is listed as Managing Member, Cco at Wr Wealth Planners LLC in Columbia, MO. Form ADV reports a beneficial ownership band of 50-75%. Carroll Wayne Wilkerson is associated with 2 registered advisers.
Reported ownership
Owns 50-75% of Wr Wealth Planners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carroll Wayne Wilkerson work?
Carroll Wayne Wilkerson is listed as Managing Member, Cco at Wr Wealth Planners LLC on SEC Form ADV.
How much of Wr Wealth Planners LLC does Carroll Wayne Wilkerson own?
Form ADV reports a beneficial ownership band of 50-75%.
Wr Wealth Planners LLC
| Title | Managing Member, Cco |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2017 |
Wilkerson Advisory Group LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |