Lon Brockmeier
Lon Brockmeier, CFP®
Financial Advisor
Email: lon.Brockmeier@brockmeierfinancialservices.com
Phone: 573-442-6146
My mission as a financial advisor is to help my clients live the lives they want for themselves and their families through custom financial strategies. Day to day, I consult with clients to review the strategies and investment plans they have in place now, as well as ones we are evaluating. I also look out for how different changes may impact their financial plans and determine what steps they can take. At the end of the day, I want each of my clients to be confident in our team to help them achieve a bright financial future.
I received my BS in business administration from University of Missouri-St. Louis. I went on to work for 11 years as a partner at Edward Jones, 10 years as an advisor with Raymond James Financial Services, Inc., and now 11 years as the founder and owner of Brockmeier Financial Services, LLC. I am a CERTIFIED FINANCIAL PLANNER® professional and securities and insurance licensed in multiple states. My securities licenses include Series 7, 24, 41, 51 and 63.
When I’m not working, I enjoy traveling, fishing, hiking, photography and attending sports games. My favorites include the St. Louis Cardinals, Kansas City Chiefs, and MU football games.
Affiliations
- Columbia Chamber of Commerce
- Financial Planning Association
- Rotary International
Certified Financial Planning Board of Standards Center for Financial Planning, Inc. owns and licenses the certification markes CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's inital and ongoing certification requirements to use the certification marks.
Greg Brockmeier
Greg Brockmeier, CIMA®
Financial Advisor & Investment Consultant
Email: greg.brockmeier@brockmeierfinancialservices.com
Phone: 573-442-6146
As a financial advisor and investment consultant, I take pride in helping you realize your dreams as you plan for retirement, send your kids to college, and reach other life milestones. I prioritize keeping you comfortable and meet with you on your schedule so you can get the most out of our time together.
I joined Lon at Brockmeier Financial Services in 2012 after a career in the hospitality industry, but the financial advisory has always been familiar to me because I spent a lot of time assisting while growing up. I graduated with my BA in finance from Columbia College and have earned my Series 7, 24 and 66 licenses along with SIE, life, variable life, variable annuity, accident and health and sickness licensed. I also hold the Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNER® certification.
Outside of the office, you can find me spending time with my 17-year-old son, Aiden. We enjoy doing anything outdoors, whether it’s hiking, camping or floating. I’m also a fan of Mizzou sports, the Cardinals and the Chiefs, and I regularly attend games.
Investments & Wealth Institute (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planning Board of Standards Center for Financial Planning, Inc. owns and licenses the certification markes CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's inital and ongoing certification requirements to use the certification marks.
Becca Wilson
Becca Wilson
Client Relations Coordinator
EMAIL: BECCA.WILSON@BROCKMEIERFINANCIALSERVICES.COM
PHONE: 573-442-6146
As Client Relations Coordinator, I am responsible for following up on clients inquires, preparing paperwork for accounts, ensuring a superb client experience, overseeing social marketing, and planning for special events. I am a graduate of Truman State University, where I received a bachelor of science in business management.
After graduation, I chose to pursue a career in the financial industry. I found the action-packed world of finance fascinating and the impact of a well-planned future to be essential in our lives. With a client first mentality I found Brockmeier Financial Services, LLC to be a perfect fit. Being able to play an active role in helping clients pursue their financial dreams was essential for me.
When not at the office I enjoy baking with my husband, Jacob, as well as gardening and the occasional Pinterest project.