Advisor at Langdon Financial Management, Inc.
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Firm
Langdon Financial Management, Inc.
Location
Springfield, IL 62711-7247
Credentials
Series 65
Industry experience
10 years
Wendi Brincken is a financial advisor at Langdon Financial Management, Inc. in Springfield, IL, holding a Series 65 designation with 10 years of industry experience. She has been with Langdon Financial Management since 2009. Outside of her advisory work, she is co-owner of a carpet and upholstery cleaning business where she handles clerical and administrative functions. Langdon Financial Management, Inc. provides investment advisory and tax consulting services to individuals and small businesses, focusing on retirement and brokerage account planning. The firm integrates tax preparation with investment advice and emphasizes long-term strategies aimed at asset protection and growth.
1% annually, collected quarterly, negotiable
Hourly rates may apply for advice or services in particular circumstances, agreed upon in advance
Account minimum: $250,000
2500 Kipling Drive
Springfield, IL 62711-7247
Illinois
Langdon Financial Management Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 65
Springfield, IL
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