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Brent Alan Barchent

Advisor at Cetera — Upper Sandusky, OH

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Upper Sandusky, OH 43351

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2012 and has also worked at First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers and multiple program options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Upper Sandusky, OH

100 N Sandusky Ave

Upper Sandusky OH 43351

Advisors at this office

2

Most active in

Ohio · Texas

Work history

28 years of industry experience

Cetera

2014 - Present • 12 years

Upper Sandusky, OH

Cetera Investment Services Llc

2012 - Present • 14 years

St. Cloud, MN

First Citizens National Bank Of Upper Sandusky

2003 - Present • 23 years

Upper Sandusky, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eric S

Series 66

Upper Sandusky, OH

Wesbanco Securities, Inc.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 31 years of industry experience. He holds the Series 66 designation and has previously worked at Premier Bank, LPL Financial, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing various analytical methods and a range of managed account options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Martin S

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Martin Stansbery is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been associated with New York Life and related entities since 2010 and also operates Baker Financial Services, LLC d.b.a. Baker Financial Group. Outside of his advisory work, Stansbery serves as president of the Upper Sandusky Rotary Club and volunteers with the United Way of Wyandot County. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Chad B

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Baker Financial Services, LLC, also operating as Baker Moyer Financial Group and Baker Financial Group, as well as longstanding affiliations with Nylife Securities Inc. and New York Life Insurance Company since 1999. Outside of his advisory work, he is a member of Woodcock Woods, LLC, which owns a hunting camp shared with partners. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a predominantly non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Emily W

Series 66

Upper Sandusky, OH

Eagle Strategies (NY Life)

Emily Wurm is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Baker Financial Group, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored advice and offers multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Hilary O

Series 66

Carey, OH

Edward Jones

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Daniel B

CFP®, Series 66

Carey, OH

Edward Jones

Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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