Amy Stangel
Hanseatic Management Services · Albuquerque, New Mexico
Amy Stangel is a fee-only financial advisor at Hanseatic Management Services in Albuquerque, New Mexico, who holds the CFP credential. Hanseatic Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hanseatic Management Services |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $174M across 200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, NM, TX, WI · CRD 6014274 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.hanseaticgroup.com |
| Profile |
How Amy's firm compares
- Hanseatic Management Services's average account is about $870,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Amy
Is Amy Stangel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Hanseatic Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Hanseatic Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Stangel based?
Amy Stangel is based in Albuquerque, New Mexico.
What credentials does Amy Stangel hold?
Amy Stangel holds the CFP credential.
Is Amy Stangel registered with the SEC?
Yes. Amy Stangel is registered as an investment adviser representative in AZ, CA, CO, NM, TX and WI (CRD 6014274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hanseatic Management Services manage?
Hanseatic Management Services reports $174M across 200 accounts in assets under management.
How do I contact Amy Stangel?
Through Amy's website, www.hanseaticgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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