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JB

Jerald T. Barkmeier

WEALTH MANAGEMENT SERVICES
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)
PREMIUM
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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

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