Wealth Management Services,llc

Wealth Management Services,llc (CRD# 122913) is a financial advisory firm headquartered in Springfield, IL. They manage $11,654,939 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $388,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Wealth Management Services,llc
Showing 1 - 2 of 2 top financial advisors.
1
Jerald T. Barkmeier
CRD#: 4603365
Two Lawrence Square, Suite 2b, Springfield, IL 62704

Jerald Barkmeier (CRD# 4603365) is an Investment Advisor Representative working at Wealth Management Services,llc in Springfield, IL and has 1 year of experience in the finance industry.

2
Debra A. Peters
CRD#: 4603370
2 Lawrence Square, Suite B, Springfield, IL 62704

Debra Peters (CRD# 4603370) is an Investment Advisor Representative working at Wealth Management Services,llc in Springfield, IL and has over 21 years of experience in the finance industry.

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