Shareen
Beal-Thater
Commerce Brokerage Services, Inc
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About this Advisor
Shareen Beal-Thater is a financial advisor operating out of Springfield, Missouri who has 18 years of relevant experience. Beal-Thater is an employee of Commerce Brokerage Services, Inc. Their career trajectory has included roles at Commerce Brokerage Services, Inc and Commerce Bank. Beal-Thater maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri and Texas. Commerce Brokerage Services, Inc is a registered investment company operating out of Saint Louis, MO. It has offices in 33 locations and a total of 37 people on staff. It oversees $650 million in assets under management between its 3,570 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves nine charitable organizations. Of its 3,570 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually vary depending on the type of financial services. Fee types billed by Commerce Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commerce Brokerage Services, Inc Brokerage Details
$650,363,405
37
3,570
$182,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Shareen Beal-Thater Work History
Shareen has been registered as a financial advisor for 18 years.*
Commerce Brokerage Services, Inc
Commerce Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shareen Beal-Thater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commerce Brokerage Services, Inc
Springfield, MO
Kansas City, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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