Wendi Brincken
Wendi Brincken is a registered investment advisor at Langdon Financial Management, INC., based in Springfield, IL, with 11 years of industry experience. Wendi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 307 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1% annually, collected quarterly, and may be negotiable based on total assets under management.
Fee Estimator
Location
2500 Kipling Drive, Springfield, IL, 62711-7247
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wendi is a co-owner of Chem-Care Carpet & Upholstery Cleaning, a non-investment related business. She spends about full-time answering phones and performing clerical/administrative functions.
Employment History
Current Registrations
Langdon Financial Management, INC.
Previous Registrations
Langdon Financial Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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