Brent KochelCRD Number: 6717628
Current Firm: Lombard Advisers Incorporated
Brent Kochel (CRD# 6717628) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Anna, IL and has over 4 years of experience in the finance industry.
Alliance Wealth Advisors
Wells Fargo Clearing Services, LLC
|Lombard Securities Incorporated||Baltimore, MD||Jan 2016 - Current||5|
|Keb Cpa||Carbondale, IL||Aug 2012 - Current||9|
|Kwb Cpa||Marion, IL||Oct 2009 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2017|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Total Assets Under Management202MILLIONS
Total Number of Accounts838ACCOUNTS
Average Account Value$241,182
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, DE, FL, IA, IL, LA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV
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