Brian R. Stangel (CRD# 2549536), Deputy Chief Investment Officer, joined Hanseatic in 1995. Mr. Stangel has a BA from the University Wisconsin-Milwaukee, his FINRA Series 65 and is a member of the CFA Society. He works closely with Mr. Meihaus overseeing all composites and the investment process. Mr. Stangel also works closely with marketing, client services and business development. Over the years, Mr. Stangel developed knowledge and experience in each of the major operational and support areas of the business, including trading, compliance and performance accounting.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Pacific Financial Group, Inc. | Bellevue, WA | Apr 2019 - Current | 5 |
| Hanseatic Management Services Inc. | Albuquerque, NM | May 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- NM
- TX
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts266ACCOUNTS
-
Average Account Value$398,120
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, NM, TX, WI
PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS AND NO REPRESENTATION IS MADE THAT A CLIENT WILL OR IS LIKELY TO ACHIEVE RESULTS SIMILAR TO THOSE SHOWN. THIS E-MAIL AND ANY ATTACHMENTS ARE INTENDED ONLY FOR THE USE OF THE INDIVIDUAL OR ENTITY TO WHICH IT IS ADDRESSED AND MAY CONTAIN INFORMATION THAT IS PRIVILEGED, CONFIDENTIAL, AND EXEMPT FROM DISCLOSURE UNDER APPLICABLE LAW.
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