Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Brockmeier is a financial advisor with Raymond James Financial Services Advisors, Inc. Lonnie has been in the industry since September 2, 1978. Lonnie is registered with FINRA as a Registered Representative and Investment Advisor Representative in Missouri and Texas. Lonnie specializes in providing financial planning, investment management, and retirement planning services. Lonnie is also a Certified Financial Planner. Lonnie is a member of the Raymond James Financial Services Advisors, Inc. team since 1999. Lonnie is also the owner of Brockmeier Financial Services, LLC. Lonnie is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
01/07/2011 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBIA MO)
MO
07/27/1998 - 05/20/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
01/02/1997 - 07/29/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
02/09/1996 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MO
04/24/1978 - 09/29/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 11/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 41 - NYSE Allied Member Examination
BC
Issued 04/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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