Investment adviser representative · Wealth Management Services,llc
Jerald T. Barkmeier
CRD 4603365 · Springfield, IL
At a glance
Jerald T. Barkmeier is an investment adviser representative with Wealth Management Services,llc in Springfield, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jerald’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wealth Management Services,llcSince January 1999Springfield, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jerald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.