Hanseatic Management Services Inc.
Hanseatic Management Services Inc. (CRD# 107110) is a financial advisory firm headquartered in Albuquerque, NM. They manage $197,000,000 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management197MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$5,794,118
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.
Sara Mongerson (CRD# 2195880) is an Investment Advisor Representative working at Hanseatic Management Services Inc. in Albuquerque, NM and has over 25 years of experience in the finance industry.
Amy Stangel (CRD# 6014274) is an Investment Advisor Representative working at Hanseatic Management Services Inc. in Albuquerque, NM and has 1 year of experience in the finance industry.