Kara Brockmeier, financial advisor Saint Louis MO
90 score

Kara Brockmeier

CRD Number: 5380405
Current Firm: Royal Alliance Associates, Inc.

Kara Brockmeier (CRD# 5380405) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Saint Louis, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates St Louis, MO Apr 2011 - Current 5
Premier Financial Partners St. Louis, MO Mar 2010 - Current 6
Wells Fargo St. Louis, MO Sep 2009 - Mar 2010 < 1
Unemployed St. Louis, MO Apr 2009 - Sep 2009 < 1
Smith Barney Dayton, OH Jun 2008 - Apr 2009 < 1
Unemployed St. Louis, MO May 2008 - Jun 2008 < 1
University Of Dayton Dayton, OH Jan 2008 - May 2008 < 1
Student Dayton, OH Aug 2007 - Jan 2008 < 1
Smith Barney Los Angeles, CA Jun 2007 - Aug 2007 < 1
Student Dayton, OH Dec 2006 - Jun 2007 < 1
Artstreet Cafe Dayton, OH Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Kara M. Brockmeier
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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