Codie
Schlotterbeck

Commerce Brokerage Services, Inc

CRD#6316346
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Codie Schlotterbeck is a financial advisor who works in Saint Louis, Missouri, with a total of 14 years of experience as a financial advisor. Schlotterbeck is on the advisory team at Commerce Brokerage Services, Inc. Throughout their career, Schlotterbeck has worked at Commerce Brokerage Services, Inc, Commerce Bank, Emprise Bank and Corefirst Bank And Trust. Schlotterbeck maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Commerce Brokerage Services, Inc is an advisory company that has its headquarters in Saint Louis, Missouri. The company has offices in 33 locations and a total of 33 people on staff. It controls $564 million in total assets between its 2,870 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 2,870 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. Commerce Brokerage Services, Inc offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the financial services provided. Fee types charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

8000 Forsyth Blvd Suite 1200 East
Saint Louis, MO 63105

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commerce Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$563,599,967

MO Average: $11,469,110,461
Total Number of Employees

33

MO Average: 458
Total Number of Accounts

2,870

MO Average: 33,415
Average Account Size

$196,376

MO Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Codie Schlotterbeck Work History

Codie has 14 years of experience.

2014 - Present (7 years)

Commerce Brokerage Services, Inc

2011 - 2014 (3 years)

Commerce Bank

2011 - 2011 (< 1 year)

Emprise Bank

2006 - 2011 (5 years)

Corefirst Bank And Trust

Disclosures

Codie Schlotterbeck has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commerce Brokerage Services, Inc

Steven Gambino
Saint Peters, MO
Natalie Kranz
Saint Louis, MO
Michael Unnerstall
Saint Louis, MO
Dallas Clemens
Saint Louis, MO
Kyle Clemson
Bloomington, IL
Ryan Hook
Saint Louis, MO
Daniel Esselman
Lees Summit, MO

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started