Lon is a native of Missouri, having grown up in a blue-collar neighborhood of St. Louis where everyone knew each other and looked after each other. That’s where he learned people work hard for their income and savings, and it was important to prepare for life’s uncertainties.
After serving three years in the U.S. Army, Lon returned to St. Louis and joined Edward Jones initially as a financial advisor and later for 12 years as the general partner responsible for the firm’s financial and retirement planning services Lon joined Raymond James Financial Services, Inc. in 1999. As President of Brockmeier Financial Services, LLC., he strives with the rest of our team to bring an experienced, objective financial and investment planning perspective to our wealth management practice.
Lon and our team have developed and refined our process, Financial Solutions for Your Work-If-You-Want Lifestyle. Our process enables us to first learn what, and who, is important to our clients and those being referred to us. We next identify potential planning and investment strategies that fit each individual client’s personal risk tolerances, preferences, tax sensitivity and relevant timelines as they transition through family and financial life events. Working together our clients and our team navigate through their life events…funding college costs, saving for a family vacation home, changing jobs, buying or selling a business, transitioning into retirement, encountering health crisis, loss of a spouse, or ultimately transferring wealth and the responsibility coming with wealth to their next generation.
As a CERTIFIED FINANCIAL PLANNER ™ professional, Lon acts on behalf of our clients, always striving to work in their best interests, as our team works with our clients identifying and implementing financial strategies and tactics that enable our clients to successfully activate their individual Financial Solutions for Your Work-If-You-Want Lifestyle.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.