wiseradvisor

BRANNON HERTEL
MAC Insurance & Financial Services

Tel: (720) 980-1133
16 Inverness Place E, D-200
Englewood, CO 80112

Take the Right Path

MAC Insurance & Financial Services | Financial Advisor in Englewood ,CO

About MAC Insurance & Financial Services

Our clients are intelligent, successful people who prefer that someone else manage their investments and give them guidance about financial matters. The goal with every client relationship is to provide logical direction and strategies while demystifying the retirement process.

As independent financial planners and Accredited Investment Fiduciaries, we focus objectively on the needs of our clients instead of emphasizing a specific product or company. Independence allows us to advocate for clients by making recommendations appropriate to their specific plan and tolerance for risk.


General Information

Firm Start Year:   2017
No.of Employees:   1
Insurance License#:   290785
Name of Broker/Dealer:   Parkland Securities, LLC
Name of Custodial Firm:   Fidelity; National Financial Services; Capital Group
States Licensed in:   CO, AZ, FL, IA, IL, SC, SD, TX, WY
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Insurance
I can meet clients in the following ways:   At your office, Via phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Health, Annuity, Disability, Long Term Care, Variable Life


Firm Information

Firm's Number of Clients:   60
Firm's Number of Planning Clients:   40
Firm's Number of Managed Clients:   30
Assets Managed by Firm:   17,000,000
Advisor's Number of Clients:   60
Advisor's Number of Managed Clients:   30
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $17,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   .50 - .85
Additional Details on Charges:   I don't employ a cookie-cutter approach with clients. Each person or family's situation is different, so their investment needs vary based on objectives, asset amounts, and investment selection. As a result, it would be inappropriate to define fees without having a clearer idea of a prospective client's needs. I will say, though, that I'm of the opinion that many financial professionals overcharge for their services. Not only am I transparent about fees, I'm sensitive of cost to value when working with clients.
Minimum Fee Charged for Managed Accounts:   $500


Education

Bachelor of Arts  University of Kansas - Lawrence, KS
08/1991-12/1995

Master's  Colorado College - Colorado Springs, CO
06/2001-08/2004



Disclaimer

Securities offered through Parkland Securities, LLC. Member FINRA, SIPC. Brannon Hertel offers investment advisory services through Sigma Planning Corporation, a registered investment advisor, MAC Insurance & Financial Services, Inc is independent of Parkland Securities, LLC and SPC.

BRANNON HERTEL

BRANNON HERTEL

AIF®

With more than 13 years helping people prepare for retirement, I've worked with folks in nearly all of life's stages. My clients vary from couples and individuals who've managed their investment assets most of their lives and now want some guidance as they prepare for retirement, to those with life changes--like divorce and job loss--thrust upon them, who need help developing a strategy for moving forward, to young families getting started with investing and saving money for their kids' college expenses.

If you're looking for ways to grow your investments for retirement or build a college savings account or simply plan for your future, let's have a conversation about how I might help you reach your goals. I take pride in providing personalized, conscientious service with the primary objective of making life's financial journey more comfortable.

As an independent financial planner and Accredited Investment Fiduciary®, I focus objectively on the needs of my clients instead of emphasizing a specific product or company. Independence allows me to advocate for clients by making recommendations appropriate to their specific plan and tolerance for risk. I employ both fee-based and blended approaches with clients.

My Services

Financial Planning for Individuals

Our focus is to provide integration and efficiency for overall financial health. Often the key element missing from a quality investment experience is a strategy that takes into account the entire financial picture. What role does each investment component play in your overall objectives? Is there a cohesive and integrated strategy to make your dreams a reality? We will take the time to learn what's important to you, then implement an appropriate strategy for getting there.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Compensation Arrangements

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