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Brent Barchent

Advisor at Cetera

Updated today

Location

Upper Sandusky, OH 43351

Credentials

Series 63, Series 65

Industry experience

27 years

About

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its related entities since 2012 and has also been affiliated with First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers, supported by a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

100 N Sandusky Ave

Upper Sandusky, OH 43351

Most active in

Ohio · Texas

Work history

Cetera

2014 - Present (12 years)

Cetera Investment Services Llc

2012 - Present (14 years)

First Citizens National Bank Of Upper Sandusky

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Upper Sandusky, OH

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Upper Sandusky, OH

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Carey, OH

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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