firm profile
Fencl Advisory Services LLC
Overview
Fencl Advisory Services LLC is a state registered investment adviser based in Cedar Falls, IA, registered since 2000. It reports $102M in assets under management across 354 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $102M
- Discretionary
- 100%
- Accounts
- 354
- Average account
- $287K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2000
- Jurisdictions
- 4
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Spencer R Johnson Sole Owner, Investment Advisor Representative CRD 5992518
Advisory reps 3 of 3
- Sarah J Braunshausen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4553393
- Daniel Fencl Investment Adviser Rep CRD 1430404
- Spencer R Johnson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5992518
Location
- Headquarters
- 1702 State St
Cedar Falls, IA 50613 - County
- Black Hawk
- Metro area
- Waterloo-Cedar Falls, IA
- Region
- Midwest
Registrations
- State registered
- Registered in 4 jurisdictions
Every state, with registration dates
Similar firms near Cedar Falls
- Dynamic Financial GroupCedar Falls, IA$54M AUM
- Cedar Valley Wealth AdvisorsCedar Falls, IA$173M AUM
- Benchmark FinancialCedar Falls, IA$26.2M AUM
- Heartland Financial Services, Ltd.Cedar Falls, IA
- Ignite FinancialCedar Falls, IA2 reps
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