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Brent Alan Kochel

Lombard Advisers Inc.

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About Brent Alan Kochel

Brent Alan Kochel is an Investment Advisor Representative with Lombard Advisers Inc., a firm based in Baltimore, Maryland. Brent Alan Kochel has been registered with the Securities and Exchange Commission (SEC) since 2017. Brent Alan Kochel has a Series 63, Series 65, and Series 7 license as well as the SIE exam. Brent Alan Kochel works with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brent Alan Kochel also provides portfolio management for individuals and businesses. In addition to his role at Lombard Advisers Inc., Brent Alan Kochel is also a Certified Public Accountant and a partner in a CPA firm.

Firm Information

Brent Kochel is currently registered with Lombard Advisers Inc.. Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.
Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Kochel’s Registration & Firm History

IL

04/12/2019 - Present

Lombard Advisers Inc. (ANNA IL)

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Licenses & Designations

IA

Issued 05/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent Alan Kochel.
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