Jerald Barkmeier
Jerald Barkmeier is a CFP-designated registered investment advisor at Wealth Management Services,llc, based in Springfield, IL, with 27 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on assets above $1,000,000. Minimum annual fee of $1,500 is also negotiable.
Fee Estimator
Location
Two Lawrence Square, Suite 2B, Springfield, IL, 62704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jerald is the President and Sole Shareholder of The Barkmeier Group, a tax firm, dedicating full-time hours. He is also the Manager and Sole Shareholder of Wealth Management Services, Inc., spending minimal time outside of business trading hours.
Employment History
Current Registrations
Wealth Management Services,llc
Previous Registrations
Avantax Planning Partners, INC.
Wealth Management Services,llc
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.