Wealth Management Services,llc

Wealth Management Services,llc (CRD# 122913) is a financial advisory firm headquartered in Springfield, IL. They manage $13,121,829 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $198,816
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
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.

IL

Financial Advisors at Wealth Management Services,llc
Showing 1 - 2 of 2 top financial advisors.
1
Debra A. Peters
CRD#: 4603370
2 Lawrence Square, Suite B, Springfield, IL 62704
96
Wealthminder
score

Debra Peters (CRD# 4603370) is an Investment Advisor Representative working at Wealth Management Services,llc in Springfield, IL and has over 14 years of experience in the finance industry. Debra Peters 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
Jerald T. Barkmeier
CRD#: 4603365
Two Lawrence Square, Suite 2b, Springfield, IL 62704
90
Wealthminder
score

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. Jerald Barkmeier 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.

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