Hanseatic Management Services Inc.

Hanseatic Management Services Inc. (CRD# 107110) is a financial advisory firm headquartered in Albuquerque, NM. They manage $314,000,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $8,263,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IL, NM

Financial Advisors at Hanseatic Management Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brian R. Stangel
CRD#: 2549536
5600 Wyoming Ne, Suite 220, Albuquerque, NM 87109
98
Wealthminder
score

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.

2
Sara E. Mongerson
CRD#: 2195880
5600 Wyoming Ne, Suite 220, Albuquerque, NM 87109
93
Wealthminder
score

Sara Mongerson (CRD# 2195880) is an Investment Advisor Representative working at Hanseatic Management Services Inc. in Albuquerque, NM and has over 24 years of experience in the finance industry.

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