Thomas Paden Squires
Investment adviser representative at Wilkerson Advisory Group LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Squires Tax PlanningJun 2025 to now
- Wilkerson Advisory Group LLCFeb 2025 to now
- Lake House Rentals LLCSep 2023 to now
- The W GroupAug 2023 to now
- S&e ConsultingNov 2021 to now
- Wr Tax Planners LLCAug 2023 to Jun 2025
- Wr Wealth Planners LLCAug 2023 to Mar 2025
- Seek Ye First LLCJan 2017 to Aug 2021
- Childers Property Management LLCOct 2016 to Aug 2022
- Squires Investments LLCMay 2016 to May 2021
- Columbia CollegeJan 2015 to Dec 2022
- Squires Cpa LLCMay 2014 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wilkerson Advisory Group LLC
$326.9MAssets managed
582Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5789167
- Firm CRD
- 334668