Lon Brockmeier, CFP® in

Lon Brockmeier, CFP®

Balancer · DISC type S
Financial Advisor at Brockmeier Financial Services, LLC
📍 Columbia, Missouri, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
44 Years
Current Role
Financial Advisor
Location
Columbia, Missouri, United States
Personality Overview

How Lon shows up

Empathetic
Slow To Decisions
Diplomatic

They are comfortable taking long term decisions. They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical.

Priorities

Topics Lon cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2009
Financial Advisor
Brockmeier Financial Services, LLC
7-1999 - 7-2009
Financial Advisor
Raymond James
1997 - 1999
Financial Advisor
A.G. Edwards & Sons, Inc.
1995 - 1997
Financial Advisor
Investor Services
1993 - 1995
Limited Partner
Edward Jones
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1972 - 1974
Bachelor's Degree
University of Missouri-Saint Louis
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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