Michael
Bechtold

Hager Investment Management Services, LLC

CRD#7389689
Investment Advisor
in New London, NH

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About this Advisor

Michael Bechtold is a financial advisor operating in New London, New Hampshire who has 1 year of relevant experience. Bechtold is an employee of Hager Investment Management Services, LLC. During their career, the advisor has held roles at Orbit Group, Kearsarge Regional School District, Hannaford Supermarkets, Twin Lake Village, University Of New Hampshire, Kearsarge High School and Hager Investment Management Services. Bechtold maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in New Hampshire. Hager Investment Management Services, LLC is a registered investment firm that has its headquarters in New London, NH. It controls $104 million in total assets across its 282 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 282 customer accounts, 25% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Hager Investment Management Services, LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

280 Main Street
New London, NH 03257

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Hager Investment Management Services, LLC Brokerage Details

Total Assets Under Management

$104,360,426

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

3

NH Average: 12
Total Number of Accounts

282

NH Average: 581
Average Account Size

$370,072

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Bechtold Work History

Michael has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Hager Investment Management Services

2020 - 2020 (< 1 year)

Orbit Group

2017 - 2020 (3 years)

University Of New Hampshire

2016 - 2017 (1 year)

Kearsarge Regional School District

2015 - 2015 (< 1 year)

Hannaford Supermarkets

2015 - 2016 (1 year)

University Of New Hampshire

2014 - 2015 (1 year)

Kearsarge High School

2013 - 2014 (1 year)

Twin Lake Village

2012 - 2013 (1 year)

Kearsarge High School

*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 Michael Bechtold 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 Hager Investment Management Services, LLC

Michael Bechtold
New London, NH
Robin Brigham
New London, NH
Andrew Hager
New London, NH
Peter Hager
New London, 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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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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