Advisor at Wealth Management Services,LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management Services,LLC
Location
Springfield, IL 62704
Credentials
CFP®
Industry experience
27 years
Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.
Based on Wealth Management Services,LLC
Based on Wealth Management Services,LLC
Financial planning fees range from $1,500 to $5,000, negotiable; Retainer Agreement fixed annual fee of $1,500, negotiable.
$0 - $1,000,000: 1.00% $1,000,000+: Negotiable
Hourly rate of $250 for limited scope financial planning engagements and follow-on implementation work.
Account minimum: No minimum account size for assets under management; however, when an account falls below $150,000 in value, a minimum annual fee of $1,500 is charged (this minimum fee may be waived at the firm's discretion). Minimum fee: Minimum annual fee of $1,500 charged when account value is below $150,000; fees are negotiable. Fee-only: Firm is strictly fee-only; no commissions or fees from product sales.
Two Lawrence Square, Suite 2 B
Springfield, IL 62704
Illinois
HK Financial Services, Inc.
2020 - Present (6 years)
The Barkmeier Group, Inc.
2004 - Present (22 years)
Wealth Management Services, LLC
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Springfield, IL
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CFP®, Series 65
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Langdon Financial Management, Inc.
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