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Inactive

Clifford Andrew Brockmann

Core Planning

Ofallon, MO

Denville, NJ

Parsippany, NJ

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-07-31
CA RA APPROVED 2026-05-26
NJ RA APPROVED 2026-01-20
MO RA APPROVED 2026-01-08
  • RI RA
    APPROVED
    Since 2026-07-31
  • CA RA
    APPROVED
    Since 2026-05-26
  • NJ RA
    APPROVED
    Since 2026-01-20
  • MO RA
    APPROVED
    Since 2026-01-08

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Denville, NJ • United States

2001 Us-46 E Suite 310, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Upper Montclair NJ 07/2017 10/2019
Self Employed Videographer Fairfield NJ 09/2013 05/2017
Montclair State University Montclair NJ 09/2013 08/2017
Tapfin Secaucus NJ 10/2019 01/2021
The Vanguard Group, Inc. Charlotte NC 02/2021 01/2024
Fidelity Investments Millburn NJ 01/2024 12/2025
Fidelity Investments Boston MA 03/2025 12/2025
Core Planning, Llc Ofallon MO 12/2025 Present
  • 07/2017 → 10/2019
    Edward Jones
    Upper Montclair, NJ
  • 09/2013 → 05/2017
    Self Employed Videographer
    Fairfield, NJ
  • 09/2013 → 08/2017
    Montclair State University
    Montclair, NJ
  • 10/2019 → 01/2021
    Tapfin
    Secaucus, NJ
  • 02/2021 → 01/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2024 → 12/2025
    Fidelity Investments
    Millburn, NJ
  • 03/2025 → 12/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Core Planning, Llc
    Ofallon, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-18
  • S66 Uniform Combined State Law Examination
    2017-09-18
Designations
Other Names
  • Clifford Andrew Brockmann
  • Cliff Andrew Brockmann
  • Clifford Andrew Brockmann

View on SEC IAPD

Other Firms

EDWARD JONES
CENTORBI FINANCIAL GROUP, INC.
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

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