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GB

Graham M. Buresh

WILKERSON ADVISORY GROUP LLC
COLUMBIA, MO 65203
Some features on this profile are disabled
CRD#: 7721495
GB

Professional summary

Graham Michael Buresh is a registered financial advisor currently at WILKERSON ADVISORY GROUP LLC located in Columbia, Missouri.

Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Graham has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Graham Michael Buresh'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

April 3, 2023 - March 27, 2025

WR WEALTH PLANNERS LLC

RIA
CRD#: 306951
COLUMBIA, 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".
WA
WILKERSON ADVISORY GROUP LLC
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2023
Uniform Investment Adviser Law Examination

Current Firm

WA
WILKERSON ADVISORY GROUP LLC
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
8

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,621
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.

Company Information

WILKERSON ADVISORY GROUP LLC

CRD#: 334668Columbia, MO 65203

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