WB
CFP
WB
CFP

William Brinkmeyer

35 Years of Experience
Chesterfield, MO
1 DisclosureBroker

William Brinkmeyer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 35 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

14767 North Outer 40 Rd, Fl 2, Chesterfield, MO, 63017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Settled
Other Business Activities

William reviews performance for Lutheran Foundation and co-owns Jax Properties LLC with his spouse to hold rental property. Both activities require minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Wells Fargo Advisors
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Umb Financial Services, INC.Broker
August 2006 - June 2017 · 10 yrs 10 mos
Umb Financial Services, INC.
August 2006 - June 2017 · 10 yrs 10 mos
Fifth Third Securities, INC.
February 2005 - August 2006 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
July 2004 - August 2006 · 2 yrs 1 mo
Ing Financial Partners, INC.Broker
June 2004 - July 2004 · 1 mo
Ing Financial Partners, INC
March 1996 - May 2004 · 8 yrs 2 mos
Ing Financial Partners, INC.Broker
March 1995 - May 2004 · 9 yrs 2 mos
Financial Network Investment CorporationBroker
May 1993 - March 1995 · 1 yr 10 mos
Money Concepts Capital CORPBroker
May 1991 - May 1993 · 2 yrs
Ffp Securities, INC.Broker
August 1990 - March 1991 · 7 mos
State Registrations25 states
ALARAZCACOCTFLGAILKSMAMEMNMOMSNCOKORSCSDTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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