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Gregory B

Series 66

Columbia, MO

Raymond James Financial

Gregory Brockmeier is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of his role at Raymond James, he works as an independent contractor financial advisor for Brockmeier Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lonnie B

CFP®, Series 63

Columbia, MO

Raymond James Financial

Lonnie Brockmeier is a CFP® with 48 years of industry experience, currently affiliated with Raymond James Financial in Columbia, MO. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. In addition to his advisory work, he owns and operates Brockmeier Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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