Carroll Wayne Wilkerson

Employer firm

Wilkerson Advisory Group LLC CRD 334668

$327M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1985 → 01/2017
  Waddell & Reed, Inc.
  Columbia, MO
• 01/1998 → Present
  Cmo Llc
  Columbia, MO
• 07/2008 → Present
  The W Group Llc
  Columbia, MO
• 01/2017 → 03/2020
  Lpl Financial
  Columbia, MO
• 01/2017 → 07/2020
  V Wealth Advisors Llc
  Overland Park, KS
• 05/2020 → 03/2025
  Wr Wealth Planners Llc
  Columbia, MO
• 03/2021 → Present
  Deer Hollow Llc
  Columbia, MO
• 05/1997 → 01/2017
  Waddell & Reed, Inc.
  Columbia, MO
• 02/2025 → Present
  Wilkerson Advisory Group
  Columbia, MO

Previous Registrations

• 2020-05-07 → 2025-03-27
  Wr Wealth Planners Llc
  Columbia, MO
  Columbia, MO
• 2017-01-05 → 2020-07-01
  V Wealth Advisors Llc
  Columbia, MO
  Overland Park, KS
• 1997-05-20 → 2017-01-11
  Waddell & Reed
  Columbia, MO
  Columbia, MO
  Springfield, MO
  Columbia, MO

Other Businesses

1. 07/2008 - The W Group, LLC; Partner/Insurance Agent; Investment related; Fixed Insurance/ Non-Variable Insurance sales; Approximately 10 hours spent per month; Approximately 10 hours per month spent during securities trading hours; Columbia, MO. 2. 01/1998 - CMO LLC; Not investment related; Managing Member; Real Estate Rental; Columbia, MO; Approximately 20 hours spent per month; 0 hours spent per month during securities trading hours. 3. 03/2021 - Deer Hollow LLC; Not investment related; Owner; Personal farmland real estate investment; Columbia, MO; Approximately 4 hours spent per month; 0 hours spent per month during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-08-01

Designations

• Certified Financial Planner

Other Names

• Carroll Wilkerson