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K. Wade Carpenter

CFP®, AIF®, CHFC®

SENIOR PARTNER

As a Senior Partner of Infinitas, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources."

As a financial advisor with more than 20 years of experience in the financial services industry, he strives to demonstrate a consistent ability to help protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs.

Wade graduated from The University of Central Missouri with a bachelor’s degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Family Business Specialist (CFBS) designation, Accredited Investment Fiduciary® (AIF®) designation, the Chartered Financial Consultant (ChFC) designation, the Chartered Life Underwriter (CLU) designation, and is also a member of the Financial Planning Association (FPA). In 2020, 2021, 2022, and 2023, Wade was named a Forbes Best-In-State Wealth Advisor.* Wade served on the Board of the UCM Foundation and has served on the board of a local non-profit organization, Community LINC, as well as the Epsilon Iota chapter of Phi Sigma Kappa. Wade values education as a way to promote professional excellence and sets himself apart by staying current in regard to ever-changing tax, legal and financial issues.

While not working, Wade enjoys spending time reading, golfing, and traveling with his wife Stephanie, and their three daughters, Kristi, Courtney, and Cassidy.

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Chairman’s Level Award

A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.

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2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research.

2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here.

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Meet The Team

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Explore Your Financial Future With Wade

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