Brian
Stangel

Hanseatic Management Services Inc

CRD#2549536
Investment Advisor
in Albuquerque, NM

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About this Advisor

Brian Stangel is a financial advisor based in Albuquerque, New Mexico, working with Hanseatic Management Services Inc. Brian has previously held positions at The Pacific Financial Group, Inc and Hanseatic Management Services Inc. Brian has passed the Series 65 regulatory exam and is registered to provide services in New Mexico and Texas. Currently, Brian is part of Hanseatic Management Services Inc, which operates out of Albuquerque, New Mexico. The firm has 4 employees and manages assets totaling $105.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Hanseatic Management Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5600 Wyoming Ne Suite 220
Albuquerque, NM 87109

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Hanseatic Management Services Inc Brokerage Details

Total Assets Under Management

$105,900,000

NM Average: $3,612,835,751
Total Number of Employees

4

NM Average: 18
Total Number of Accounts

266

NM Average: 517
Average Account Size

$398,120

NM Average: $6,988,077

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Brian Stangel Work History

2019 - Present (6 years)

The Pacific Financial Group, Inc

1995 - Present (30 years)

Hanseatic Management Services Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Stangel 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 Hanseatic Management Services Inc

Amy Stangel
Albuquerque, NM
Brian Stangel
Albuquerque, NM

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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