AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jerald T. Barkmeier

WEALTH MANAGEMENT SERVICES,LLC
SPRINGFIELD, IL 62704
Some features on this profile are disabled
CRD#: 4603365
JB

Professional summary

Jerald T. Barkmeier, CFP®, who also goes by Jerry Barkmeier, is a registered financial advisor currently at WEALTH MANAGEMENT SERVICES,LLC located in Springfield, Illinois.

Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jerald has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jerry Barkmeier

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 Jerald T. Barkmeier's 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®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Current

January 14, 1999 - Present

WEALTH MANAGEMENT SERVICES,LLC

Office #1: Two Lawrence Square Suite 2b, Springfield, IL 62704
RIA
CRD#: 122913
SPRINGFIELD, IL
Past

March 27, 2020 - June 8, 2022

AVANTAX PLANNING PARTNERS, INC.

RIA
CRD#: 106237
Springfield, IL
Past

January 14, 1999 - December 31, 2002

WEALTH MANAGEMENT SERVICES,LLC

RIA
CRD#: 122913
SPRINGFIELD, IL

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
Illinois
(1/14/1999)

Exams

Current Firm

WM
WEALTH MANAGEMENT SERVICES,LLC
WEALTH MANAGEMENT SERVICES,LLC

CRD#: 122913 / SEC#:

Illinois
Registered Investment Advisory firm - (1/14/1999 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2 Lawrence Square, Suite B, Springfield, IL 62704
Mailing Address
Phone number
(217) 492-1040
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 14,211,018

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

WEALTH MANAGEMENT SERVICES,LLC

CRD#: 122913Springfield, IL 62704

TRUST BUT VERIFY

Monitor Jerald Barkmeier

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

KJ
Kyle JonesAdvisorCheck Check Mark
COOPER MCMANUS
IAR
Culver City, CA
Neal Jones Hansen
Neal HansenAdvisorCheck Check Mark
NET WORTH ADVISORY GROUP, LLC
IAR
Sandy, UT
Bradley Edward Meister
Bradley MeisterAdvisorCheck Check Mark
KOVACK ADVISORS, INC.
IAR
RR
NAPOLEON, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.