Brockmeier Financial Services, LLC.

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

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 inno

vative 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.

“Important Disclosure Information: http://raymondjames.com/smicd.htm” “Brockmeier Financial Services, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.”

For business owners, stepping away from your business and entering retirement can be a significant shift.After years of ...
06/17/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.
After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.
I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.
https://www.raymondjamesconnect.com/aJPGZo

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
06/15/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

raymondjames.com

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can s...
06/11/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

raymondjames.com

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/10/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/01/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/29/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:
05/28/2026

Curb employee turnover by conducting exit interviews and actioning feedback. Here are some tips to improve the process:

raymondjames.com

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/27/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is ...
05/26/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

raymondjames.com

Weigh the benefits and limitations of active and passive investment strategies, and understand why it's not an either-or...
05/21/2026

Weigh the benefits and limitations of active and passive investment strategies, and understand why it's not an either-or decision:

raymondjames.com

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

Alerts

Be the first to know and let us send you an email when Brockmeier Financial Services, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category