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Gregory Brockmeier

12 Years of Experience
Columbia, MO
Broker

Gregory Brockmeier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MO, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2801 Woodard Drive, Suite 105, Columbia, MO, 65202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is an independent contractor and financial advisor for Brockmeier Financial Services, LLC since 2014. This takes about half of Gregory's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2013 - Present · 13 yrs 2 mos
State Registrations13 states
AZCACOFLGAILKSMIMONCOKTNTX
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.
Gregory Brockmeier - Financial Advisor | TrueAdvisor