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Sherrel Betz Koenig

COMMERCE BROKERAGE SERVICES, INC.·CLAYTON, Missouri
SIE, Series 6, Series 7, Series 24, Series 63Clean recordCOMMERCE BROKERAGE SERVICES, INC.
8000 FORSYTH, CLAYTON, MO 63105-1707CRD# 2323646Firm CRD# 17140

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sherrel Betz Koenig · CLAYTON, MO
Registration
CRD #2323646 · COMMERCE BROKERAGE SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
COMMERCE BROKERAGE SERVICES, INC.
CRD 17140 · SEC 801-66509
AUM
$650M
Regulatory assets under management
Employees
37
3,570 client accounts
Services offered by COMMERCE BROKERAGE SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMMERCE BROKERAGE SERVICES, INC. →
Introduction

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Frequently Asked Questions

What services does Sherrel Betz Koenig offer?
Sherrel Betz Koenig specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLAYTON, Missouri for a consultation.
What are Sherrel Betz Koenig's credentials?
Sherrel Betz Koenig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherrel Betz Koenig located?
Sherrel Betz Koenig is based in CLAYTON, Missouri, working with COMMERCE BROKERAGE SERVICES, INC.. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Sherrel Betz Koenig charge for services?
Sherrel Betz Koenig's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMERCE BROKERAGE SERVICES, INC.?
COMMERCE BROKERAGE SERVICES, INC. has approximately 37 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMERCE BROKERAGE SERVICES, INC.

Judith Ann Payuk
CLAYTON, MO
CFP
Ursula G Leath
CLAYTON, MO
Mark Scott Potter
CLAYTON, MO
Christopher Scott Radzom
CLAYTON, MO
Erik Andrew Swanson
CLAYTON, MO
CFA
Karen Louise Finke
CLAYTON, MO

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Research
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