Brent Kochel
Brent Kochel is a registered investment advisor at Lombard Advisers Incorporated, based in Anna, IL, with 9 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 985 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Location
139 West Vienna Street, P.O. Box 556, Anna, IL, 62901
Get directionsHistory
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 ActivitiesSells Insurance
Brent operates Kochel Wealth Management for securities and investment advisory services and is a partner at Beussink, Hickam & Kochel, PC, where he works full-time as a CPA. He also owns small percentages of Shipping Saint, Inc. and Anna-Jonesboro National Bank, and is a part-time firefighter, in addition to outside insurance sales.
Employment History
Current Registrations
Lombard Advisers Incorporated
Lombard Securities IncorporatedBroker
State Registrations19 states
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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