John
Brendel
Brendel Financial Advisors LLC
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About this Advisor
John Brendel is a financial advisor who works in Hanover, New Hampshire with 6 years of relevant experience. Brendel works at Brendel Financial Advisors LLC. Brendel has gained experience at Purshe Kaplan Sterling Investments, Inc, Brendel & Fisher Wealth Management, LLC and Brendel Financial Advisors LLC. Brendel maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Hampshire and Texas. Brendel Financial Advisors LLC is a registered investment business that has its headquarters in Hanover, NH. It controls $209 million in total assets between its 690 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 690 client accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Brendel Financial Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brendel Financial Advisors LLC Brokerage Details
$208,723,786
5
690
$302,498
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Brendel Work History
John has been registered as a financial advisor for 6 years.*
Brendel Financial Advisors LLC
Purshe Kaplan Sterling Investments, Inc
Brendel & Fisher Wealth Management, LLC
*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 John Brendel 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 Brendel Financial Advisors LLC
Hanover, NH
Hanover, NH
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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