Fencl Advisory Services LLC

Fencl Advisory Services LLC (CRD# 115904) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $63,000,000 in 320 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
422 Main Street, Cedar Falls, IA 50613
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $196,875
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN, TX

Financial Advisors at Fencl Advisory Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sarah Braunshausen, financial advisor Lake Elmo MN
Sarah J. Braunshausen
CRD#: 4553393
Lake Elmo, MN

Sarah Braunshausen (CRD# 4553393) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Lake Elmo, MN and has over 21 years of experience in the finance industry.

2
Daniel Fencl, financial advisor Cedar Falls IA
Daniel Fencl
CRD#: 1430404
422 Main Street, Cedar Falls, IA 50613

Daniel Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 38 years of experience in the finance industry.

3
Spencer Johnson, financial advisor Cedar Falls IA
Spencer R. Johnson
CRD#: 5992518
422 Main Street, Cedar Falls, IA 50613

Spencer Johnson (CRD# 5992518) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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