John
Brendel

Brendel Financial Advisors LLC

CRD#7485078
Investment Advisor
in Hanover, NH

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About this Advisor

John Brendel is a financial advisor based in Hanover, New Hampshire, working with Brendel Financial Advisors LLC. John has previously held positions at Mml Investors Services, LLC, Massmutual Life Insurance Co, Basin Harbor Club, University Of Vermont, Collegiate Entrepreneurs, Hanover High School, Brendel Financial, Golf & Ski Warehouse, Dan & Whit'S General Store, Doordash, Charles Schwab & Co, Commonwealth Financial Network, Brendel Financial Advisors LLC, and Purshe Kaplan Sterling Investments. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, John is part of Brendel Financial Advisors LLC, which operates out of Hanover, New Hampshire. The firm has 4 employees and manages assets totaling $226.5 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Brendel Financial Advisors LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

64 Lyme Rd.
Hanover, NH 03755

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Brendel Financial Advisors LLC Brokerage Details

Total Assets Under Management

$226,471,764

NH Average: $509,638,208
Total Number of Employees

4

NH Average: 12
Total Number of Accounts

650

NH Average: 581
Average Account Size

$348,418

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Brendel Work History

2024 - Present (1 year)

Brendel Financial Advisors LLC

2024 - Present (1 year)

Purshe Kaplan Sterling Investments

2024 - 2024 (< 1 year)

Commonwealth Financial Network

2022 - 2022 (< 1 year)

Mml Investors Services, LLC

2022 - 2023 (1 year)

Charles Schwab & Co

2021 - 2022 (1 year)

Massmutual Life Insurance Co

2020 - 2020 (< 1 year)

Doordash

2019 - 2019 (< 1 year)

Basin Harbor Club

2017 - 2021 (4 years)

University Of Vermont

2017 - 2017 (< 1 year)

Collegiate Entrepreneurs

2016 - 2016 (< 1 year)

Brendel Financial

2015 - 2017 (2 years)

Hanover High School

2015 - 2015 (< 1 year)

Golf & Ski Warehouse

2015 - 2015 (< 1 year)

Dan & Whit'S General Store

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

John Brendel
Hanover, NH
John Brendel
Hanover, NH

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