This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEALTH MANAGEMENT SERVICES,LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

27derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Jan 14, 1999

Dual registered

no

Other names

Jerry Barkmeier

IAPD individual key

4603365

• Occurred

  Jun 8, 2022
  Advisor departed, no destination yet

  Jerald T. Barkmeier no longer registered at Avantax Planning Partners, Inc.; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff827137-20d8-624b-08d9-63a3159f7db0

First observed

Jan 14, 1999

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.