Gregory Brockmeier, financial advisor Columbia MO
90 score

Gregory Brockmeier

CRD Number: 6147401
Current Firm: Raymond James Financial Services Advisors, Inc.

Gregory Brockmeier (CRD# 6147401) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, MO and has over 3 years of experience in the finance industry.

Similar Advisors
Matthew Harrison, financial advisor Columbia MO
Matthew Harrison
CRD# 5273389
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
98
Similar Advisors
Richard Bartolacci, financial advisor Columbia MO
Richard K. Bartolacci
CRD# 2539103
Sundvold Financial
Score
96
Similar Advisors
John Blattel, financial advisor Columbia MO
John T. Blattel
CRD# 2271365
Cutter & Company, Inc.
Score
96
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Columbia, MO May 2013 - Current 3
Raymond James Financial Services Columbia, MO Mar 2012 - Current 4
Brockmeier Financial Services, LLC Columbia, MO Feb 2010 - Current 6
Raymond James Financial Services Columbia, MO Dec 2012 - Mar 2013 < 1
Broadway Brewery Columbia, MO Aug 2012 - Oct 2012 < 1
Les Bourgeois Rocheport, MO Jun 2006 - Jul 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Gregory A. Brockmeier
Phone Number: 727-567-5877
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Gregory Brockmeier and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.