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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Brockmeier Financial Services, LLC.

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Columbia, MO
Brockmeier Financial Services, LLC.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Why meet with Lon?

We assist business owners, professionals and those near or recently in retirement in aligning their financial affairs with their values, objectives and desires. We provide independent objective second opinion review on investments, investment asset management, asset allocation, retirement income planning and tax-advantaged wealth management strategies. Brockmeier Financial Services employs an innovative client service process. The advisors strive to provide a client experience in which business owners, professionals and those in retirement and their families can have confidence to meet their needs and expectations. Our advisors’ process starts, without fee or obligation, by exploring in depth your individual circumstances discovering who and what is important to you, identifying financial symptoms, issues, concerns and risks, some of which you may know, some you may not. Our process continues by identifying solutions you can implement, monitoring results, and then evaluating progress together with you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Brockmeier Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

11/02/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

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10/31/2026

Wishing you a fun and safe Halloween!

10/30/2026

For lives centered on found families, communities and favored causes, estate planning is a way to ensure your wishes and the things you value are honored today and into the future:

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10/29/2026

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these before the end of the year?

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10/27/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

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10/20/2026

Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questions and resources to help you evaluate your options:

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10/15/2026

Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected:

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10/14/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

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10/09/2026

Could you be sharing more than you mean to on social networks? These tips can help keep you safe as you cultivate community online:

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10/08/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/aAV3jj

Address

709 Fay Street , Ste 209
Columbia, MO
65201

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://brockmeierfinancialservices.com/

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