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WB

Wendi L. Brincken

LANGDON FINANCIAL MANAGEMENT
Springfield, IL 62711-7247
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CRD#: 5755660
WB

Professional summary


Wendi L Brincken is a registered financial advisor currently at LANGDON FINANCIAL MANAGEMENT, INC. located in Springfield, Illinois.

Wendi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Wendi has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CHEM-CARE CARPET & UPHOLSTERY CLEANING, NONINVESTMENT RELATED, 1406 Holmes Ave, SPRINGFIELD, IL 62704, CARPET CLEANING, CO-OWNER, BEGAN 6/06, ABOUT 15 HRS/WK, ANSWERING PHONES & CLERICAL/ADMIN. FUNCTIONS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wendi L Brincken's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 19, 2016 - Present

LANGDON FINANCIAL MANAGEMENT, INC.

Office #1: 2500 Kipling Drive, Springfield, IL 62711-7247
RIA
CRD#: 123017
Springfield, IL
Past

February 1, 2010 - December 7, 2010

LANGDON FINANCIAL MANAGEMENT, INC.

RIA
CRD#: 123017
SPRINGFIELD, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/19/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/2015
Uniform Investment Adviser Law Examination

Current Firm


LF
LANGDON FINANCIAL MANAGEMENT, INC.
GREGORY JOSEPH LANGDON | LANGDON FINANCIAL MANAGEMENT, INC. | LANGDON FINANCIAL MANAGEMENT INC

CRD#: 123017 / SEC#:

Illinois
Registered Investment Advisory firm - (10/11/1994 Approved)
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Contact information


Main Address
2500 Kipling Drive, Springfield, IL 62711-7247
Mailing Address
Phone number
(217) 546-6524
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts316
AUM (Assets Under Management)$ 68,200,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LANGDON FINANCIAL MANAGEMENT, INC.

CRD#: 123017Springfield, IL 62711-7247

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