Commerce Brokerage Services, Inc.

Commerce Brokerage Services, Inc. (CRD# 17140) is a financial advisory firm headquartered in Clayton, MO. They manage $346,353,189 in 2,278 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    2,278
    ACCOUNTS
  • Average Account Value
    $152,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KS, MO, NM, OK, TX

Financial Advisors at Commerce Brokerage Services, Inc.
Showing 1 - 10 of 49 top financial advisors.
1
Arthur A. Clyne
CRD#: 4935795
8000 Forsyth Blvd, Suite 1200, Clayton, MO 63105
96
Wealthminder
score

Arthur Clyne (CRD# 4935795) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Clayton, MO and has over 12 years of experience in the finance industry. Arthur Clyne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin M. O'neil
CRD#: 2203424
1000 Walnut, 3rd Floor, Kansas City, MO 64106
96
Wealthminder
score

Kevin O'neil (CRD# 2203424) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry. Kevin O'neil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Judith A. Payuk
CRD#: 1274810
8000 Forsyth Blvd, Suite 1200, Clayton, MO 63105
96
Wealthminder
score

Judith Payuk (CRD# 1274810) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Clayton, MO and has over 33 years of experience in the finance industry. Judith Payuk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lisa M. Affolter
CRD#: 4080772
110 North 5th Street, Pekin, IL 61554
93
Wealthminder
score

Lisa Affolter (CRD# 4080772) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Pekin, IL and has over 17 years of experience in the finance industry.

5
Aaron M. Alexander
CRD#: 4001851
1551 N. Waterfront Pkwy, Wichita, KS 67206
93
Wealthminder
score

Aaron Alexander (CRD# 4001851) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Wichita, KS and has over 18 years of experience in the finance industry.

6
Shareen A. Beal-Thater
CRD#: 2476881
1345 E. Battlefield, Springfield, MO 65804
93
Wealthminder
score

Shareen Beal-Thater (CRD# 2476881) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Springfield, MO and has over 23 years of experience in the finance industry.

7
Thomas J. Bolain
CRD#: 4585761
12633 Dorsett Rd., Maryland Heights, MO 63043
93
Wealthminder
score

Thomas Bolain (CRD# 4585761) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Maryland Heights, MO and has over 15 years of experience in the finance industry.

8
David K. Brownfield
CRD#: 3239290
8000 Forsyth Blvd Suite 1200 East, Saint Louis, MO 63105
93
Wealthminder
score

David Brownfield (CRD# 3239290) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Saint Louis, MO and has over 18 years of experience in the finance industry.

9
Brenda A. Buckner
CRD#: 4650386
8000 Forsyth Blvd Suite 1200 East, Saint Louis, MO 63105
93
Wealthminder
score

Brenda Buckner (CRD# 4650386) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Saint Louis, MO and has over 14 years of experience in the finance industry.

10
Jeffrey D. Burgess
CRD#: 5607524
8000 Forsyth Blvd Suite 1200 East, Saint Louis, MO 63105
93
Wealthminder
score

Jeffrey Burgess (CRD# 5607524) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.