Jerald Barkmeier
Wealth Management Services · Springfield, Illinois
Jerald Barkmeier is a fee-only financial advisor at Wealth Management Services in Springfield, Illinois, who holds the CFP credential. Wealth Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Management Services |
|---|---|
| Based in | Springfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.2M across 36 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4603365 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jerald's firm compares
- Wealth Management Services's average account is about $395,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Jerald
Is Jerald Barkmeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerald holds no broker registration, and Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerald charge for financial advice?
Jerald's firm, Wealth Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerald Barkmeier based?
Jerald Barkmeier is based in Springfield, Illinois.
What credentials does Jerald Barkmeier hold?
Jerald Barkmeier holds the CFP credential.
Is Jerald Barkmeier registered with the SEC?
Yes. Jerald Barkmeier is registered as an investment adviser representative in IL (CRD 4603365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Services manage?
Wealth Management Services reports $14.2M across 36 accounts in assets under management.
How do I contact Jerald Barkmeier?
Contact details aren't on file yet. Search for Wealth Management Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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