Codie
Schlotterbeck

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.