BK
BK

Brent Alan Kochel

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
955 clients
Average Client Portfolio
$594K average
Assets Under Management
$567.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

139 West Vienna Street, P.O. Box 556, Anna, IL, 62901

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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 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
April 2019 - Present · 6 yrs 10 mos
Lombard Securities IncorporatedBroker
March 2017 - Present · 8 yrs 11 mos
State Registrations18 states
ALCADCDEFLILINLAMDMEMIMONCPASCVAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.