Advisor at Pampel & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pampel & Associates, Inc.
Location
Monticello, IN 47960
Credentials
Series 65, Series 66
Industry experience
25 years
$0 - $750,000: 0.75% $750,000 - $1,500,000: 0.70% $1,500,001 - $3,000,000: 0.65% Over $3,000,000+: 0.55%
Commission-based compensation earned separately by licensed insurance agents affiliated with the firm for selling insurance products
Up to $100 per hour, negotiable depending on complexity and scope
Account minimum: No minimum account size; however, there is a minimum annual fee of $20 Minimum fee: Minimum annual fee of $20 applies, on a household level rather than individual account
Pampel & Associates, Inc.
2000 - Present (26 years)
Pampel Securities, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Delphi, IN
Edward Jones
Series 66
Monticello, IN
Edward Jones
Series 65
Monticello, IN
Pampel & Associates, Inc.
Series 63
Delphi, IN
StoneX Advisors Inc.
Series 66
Monticello, IN
Cambridge Investment Research Advisors
Series 63, Series 65
Monticello, IN
LPL Enterprise
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