John Joseph Brendel
Investment adviser representative at Brendel Financial Advisors LLC
15 yearsExperience
2 statesRegistered in
$260.2MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Brendel Financial Advisors LLCNov 2017 to now
- Purshe Kaplan Sterling Investments, Inc.Apr 2011 to now
- Brendel & Fisher Wealth Management, LLCApr 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Brendel Financial Advisors LLC
$260.2MAssets managed
325Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1804805
- Firm CRD
- 288927