Jerald T. Barkmeier

WEALTH MANAGEMENT SERVICES,LLC

SPRINGFIELD, IL 62704

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CRD#: 4603365

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.

(1) I am the President and Sole Shareholder of The Barkmeier Group, a Tax firm. I am located at 2 Lawrence Square, Ste. 2B, Springfield, IL 62704. I have been with the Tax firm since 01/2004. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am the Manager and Sole Shareholder of Wealth Management Services, Inc., a state-registered investment advisory firm. I am located at 2 Lawrence Square, Ste. 2B, Springfield, IL 62704. I have been with the firm since 09/1998. I work approximately 1-5 hours a month during non-business trading hours, and zero during business trading hours. I provide wealth management services to a variety of different clients and client types based on their individual financial needs and risk tolerances. My employment is investment-related.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WEALTH MANAGEMENT SERVICES,LLC

CRD#: 122913 / SEC#:

Illinois

Registered Investment Advisory firm - (1/14/1999 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 14,211,018

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerald T. Barkmeier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerald T. Barkmeier's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT SERVICES,LLC

AVANTAX PLANNING PARTNERS, INC.

WEALTH MANAGEMENT SERVICES,LLC

State Registrations and Notice Filings

Exams

Current Firm

WEALTH MANAGEMENT SERVICES,LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT SERVICES,LLC

TRUST BUT VERIFY

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