Thomas P. Squires

WILKERSON ADVISORY GROUP LLC

COLUMBIA, MO 65203

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CRD#: 5789167

Professional summary

Thomas Paden Squires, who also goes by Paden Squires, Thomas P Squires, is a registered financial advisor currently at WILKERSON ADVISORY GROUP LLC located in Columbia, Missouri.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Thomas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paden Squires | Thomas P Squires

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Paden Squires's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 16, 2025 - Present

WILKERSON ADVISORY GROUP LLC

Office #1: 200 Southampton Dr Suite 101, Columbia, MO 65203

RIA

CRD#: 334668

COLUMBIA, MO

Past

August 23, 2023 - March 27, 2025

WR WEALTH PLANNERS LLC

RIA

CRD#: 306951

COLUMBIA, MO

Past

January 20, 2016 - June 15, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FAYETTE, MO

Past

January 6, 2016 - June 15, 2016

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

FAYETTE, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WILKERSON ADVISORY GROUP LLC

CRD#: 334668 / SEC#: 801-131978

RIA

Registered Investment Advisory firm - (2/13/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(2/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/20/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/6/2016

General Securities Representative Examination

Current Firm

WILKERSON ADVISORY GROUP LLC

CRD#: 334668 / SEC#: 801-131978

RIA

Registered Investment Advisory firm - (2/13/2025 Approved)

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Contact information

Main Address

200 Southampton Dr Suite 101, Columbia, MO 65203

Mailing Address

200 E Southampton Drive Suite 101, Columbia, MO 65203

Phone number

(573) 400-6101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,621
AUM (Assets Under Management)	$ 306,770,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas P. Squires

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Paden Squires's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILKERSON ADVISORY GROUP LLC

WR WEALTH PLANNERS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

Primary Firm SEC Registration

WILKERSON ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2016

SIE

Date: 6/15/2016

Series 7

Date: 1/6/2016

Current Firm

WILKERSON ADVISORY GROUP LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILKERSON ADVISORY GROUP LLC

TRUST BUT VERIFY

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