Fencl Advisory Services LLC

Fencl Advisory Services LLC (CRD# 115904) is a financial advisory firm headquartered in Waterloo, IA. They manage $32,000,000 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $323,232
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Fencl Advisory Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sarah J. Braunshausen
CRD#: 4553393
11727 58th Street North, Lake Elmo, MN 55042
93
Wealthminder
score

Sarah Braunshausen (CRD# 4553393) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Lake Elmo, MN and has over 14 years of experience in the finance industry.

2
Daniel D. Fencl
CRD#: 1430404
1209 Dundee Avenue, Waterloo, IA 50701
93
Wealthminder
score

Daniel Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Waterloo, IA and has over 31 years of experience in the finance industry.

3
Spencer R. Johnson
CRD#: 5992518
1209 Dundee Avenue, Waterloo, IA 50701
90
Wealthminder
score

Spencer Johnson (CRD# 5992518) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Waterloo, IA and has 1 year of experience in the finance industry.

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