Kara Brockmeier, CFP, CDFA

05/27/2025

Just returned from an energizing week in Las Vegas at our NXT conference focused on the future of wealth management. It was inspiring to connect with peers who are not only driving innovation but also reshaping how we serve the next generation of clients.

As a board member of Osaic’s Next Gen Council, I’m proud to help shape the future of our industry and elevate the next generation of advisors.

03/13/2025

Excited to share that I’ve earned the Certified Divorce Financial Analyst (CDFA®) designation! This allows me to better support clients navigating the financial complexities of divorce, providing clarity and confidence in their next chapter. Looking forward to being an even stronger resource for those in need!

Congratulations to our newest CDFA professional, Kara Brockmeier! https://zurl.co/IRQLh

12/24/2024

Happy holidays from the Brockmeiers!

11/15/2024

I loved being included in this interesting article. Keep up the amazing work, Gen Z!

Social media is what sets Gen Z and millennials apart when it comes to saving and investing, says Kara Brockmeier, 37, a certified financial planner with Premier Financial Partners in St. Louis, Missouri. Social media was just gaining popularity when millennials like Brockmeier entered the workforce. Back then, Facebook was a place to see “what your friends are up to,” not for sharing information and getting financial advice, Brockmeier says.

John Darby, 25, remembers the financial crisis of 2008 as the first time his parents worried about money. Then just 9 years old, he believes it made a | SUCCESS

07/26/2024

I am extremely honored to be recognized on this national list with some incredibly talented women!!

https://www.advisorhub.com/women-advisors-to-watch-2024/

Disclosure: The AdvisorHub 100 Women Advisors to Watch rankings are created by AdvisorHub. Advisors are ranked on: 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and lastly, 3) Professionalism which includes regulatory record, community service and team diversity. There is no sales requirement nor any client consultation for the award. The representative applied for the award, but no fee was paid to be considered. Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.