Missouri wealth adviser opens Rogers office
by October 18, 2023 11:13 am 419 views
Missouri-based wealth management firm WR Wealth Planners has hired its first financial adviser in Arkansas and recently opened an office in Rogers.
Justin Lidholm of Fayetteville officially started at WR Wealth Partners in September. The Rogers office is at 3301 S. Market St., Suite 211.
“We are very pleased to welcome Justin to our advisory team and really excited about expanding the WR Wealth Planners brand to Northwest Arkansas,” said Jared Reynolds, the firm’s co-founder. “His deep knowledge of advanced planning strategies, coupled with a client-centric approach, aligns perfectly with our commitment to providing unparalleled financial solutions.”
Lidholm previously owned Meridian Wealth Management, a firm he started in February 2021. Before that, he was a senior treasury analyst at Tyson Foods in Springdale. His career also includes working for Bank of America and Citizens Bank.
Reynolds and Carroll Wilkerson launched WR Wealth Partners in 2008. The company has approximately $493 million in assets under management and recently opened an affiliate office in Sarasota, Fla.