Wealth Management Services,LLC
Firm details
- Headquarters
- Springfield, Illinois
- CRD number
- 122913
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.24%
- Individuals14.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealth Management Services, LLC operates as an independent registered investment advisor (RIA) focusing on individual and family clients. The firm offers a variety of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. Wealth Management Services, LLC is structured as a limited liability company and is owned by an individual. The firm does not engage in capital allocation and is not classified as a multi-state adviser. It also does not actively invest in ESG (Environmental, Social, and Governance) assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Cash & Cash Equivalents28%
- US Government Bonds12%
- Exchange Traded Equities10%
Contacts
2 of 2Jerald Barkmeier
PresidentCRD 4603365
Debra Peters
Tax ManagerCRD 4603370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, IL
Sangamon
Location
Springfield, IL
Headquartered in Springfield, IL, anchoring the Springfield-Jacksonville-Lincoln, IL metro in the Midwest.
- Metro area
- Springfield-Jacksonville-Lincoln, IL
- Region
- Midwest
- County
- Sangamon
- Address
- 2 Lawrence Sq
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Advanced Trader Investment Advisors, LLC
RIASpringfield, IL
Lighthouse Financial & Consulting Services, LLC
RIASpringfield, IL
Langdon Financial Management, Inc.
RIASpringfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
RIASpringfield, IL
BOS Asset Management, LLC
RIASpringfield, IL
Evergreen Wealth
RIASpringfield, IL