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2 Lawrence Square, Suite B, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1999-01-14 |
Branch Locations
Two Lawrence Square Suite 2B, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Services, Llc | Springfield | IL | 09/1998 | Present |
| The Barkmeier Group, Inc. | Springfield | IL | 01/2004 | Present |
| Hk Financial Services, Inc. | Dubuque | IA | 01/2020 | Present |
(1) I am the President and Sole Shareholder of The Barkmeier Group, a Tax firm. I am located at 2 Lawrence Square, Ste. 2B, Springfield, IL 62704. I have been with the Tax firm since 01/2004. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am the Manager and Sole Shareholder of Wealth Management Services, Inc., a state-registered investment advisory firm. I am located at 2 Lawrence Square, Ste. 2B, Springfield, IL 62704. I have been with the firm since 09/1998. I work approximately 1-5 hours a month during non-business trading hours, and zero during business trading hours. I provide wealth management services to a variety of different clients and client types based on their individual financial needs and risk tolerances. My employment is investment-related.
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