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Wendi Brincken

10 Years of Experience
Springfield, IL

Wendi Brincken is a registered investment advisor at Langdon Financial Management, INC., based in Springfield, IL, with 10 years of industry experience. Wendi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 307 clients with $82M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
307 clients
Average Client Portfolio
$267K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on the total value of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2500 Kipling Drive, Springfield, IL, 62711-7247

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History

Regulatory History
Clean regulatory record

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.

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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.
July 2016 - Present · 9 yrs 9 mos
Previous Registrations
Langdon Financial Management, INC.
February 2010 - December 2010 · 10 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Wendi Brincken - Financial Advisor | TrueAdvisor