Lonnie Brockmeier
Lonnie Brockmeier is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MO, with 47 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
Firm Size
IM Fee
Assets Under Management
Location
2801 Woodard Drive, Suite 105, Columbia, MO, 65202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lonnie is the owner-operator of Brockmeier Financial Services, LLC since 2010. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Williams-Keepers Financial Services LLC
A. G. Edwards & Sons, INC.Broker
Fiserv Investor Services, INC.Broker
Tradestar Investments,inc.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations12 states
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