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Maureen R

Series 65, Series 66

Little Rock, AR

Mendel Capital Management, LLC

Maureen Ruggiero is a financial advisor at Mendel Capital Management, LLC in Little Rock, AR, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Mendel Capital Management and its predecessor entities since 2007, as well as operating AR Small Business Solutions from 2010 to 2020. Mendel Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and participant education. The firm integrates financial planning with investment management and combines fundamental and technical analysis to tailor advice to client objectives and risk tolerance.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Geoffrey N

Series 63, Series 65

Little Rock, AR

Mendel Capital Management, LLC

Geoffrey Niebaum is a financial advisor at Mendel Capital Management, LLC in Little Rock, AR, with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Integra Capital Advisors for 13 years before joining Mendel Capital Management. Mendel Capital Management serves individual and high-net-worth clients as well as pension plans, charitable organizations, and businesses. The firm combines fundamental and technical analysis with modern portfolio theory to manage discretionary portfolios and also offers financial planning, bookkeeping, and small-business consulting services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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