Hanseatic Management Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to a mix of individual and institutional clients. Its client base includes individual and high-net-worth clients as well as institutional investors such as large public pension funds, union funds, corporate funds, family offices and registered investment advisory firms.
The firm relies on a proprietary, quantitative investment process that produces a Q Score for each security to drive buy/sell decisions and portfolio construction across equities, fixed income, real estate, precious metals and cash equivalents. Hanseatic delivers strategies on both discretionary and non‑discretionary bases, supplies model portfolios to third‑party platforms, and reviews positions daily with a long‑standing investment team that has worked together for over 30 years.
What distinguishes Hanseatic from many peers is its role as a sub‑advisor and model provider to other RIAs and its engagement with wrap‑fee programs and pooled vehicles, in addition to separately managed accounts. The firm also publishes hypothetical and other performance results tied to its quantitative model and separately reports modest assets under advisement alongside its roughly $174 million in regulatory AUM.
Client services
Expertise
Occupation focus
Fee options
Single issue planning base fee $500; comprehensive planning base fee $3,000; annual retainer base fee $8,000
$1,000,000 - $5,000,000: Institutional Clients - Domestic Equity: 1.00% Large Cap, All Cap Growth, Targeted Risk/Dynamic Cash, AC Tax Efficient $5,000,000 - $10,000,000: Institutional Clients - Domestic Equity: 0.60% Large Cap, 0.65% All Cap Growth, 0.60% Targeted Risk/Dynamic Cash, 0.85% AC Tax Efficient $10,000,000 - $25,000,000: Institutional Clients - Domestic Equity: 0.55% Large Cap, 0.60% All Cap Growth, 0.55% Targeted Risk/Dynamic Cash, 0.80% AC Tax Efficient $25,000,000 - $50,000,000: Institutional Clients - Domestic Equity: 0.50% Large Cap, 0.55% All Cap Growth, 0.50% Targeted Risk/Dynamic Cash, 0.75% AC Tax Efficient >$50,000,000+: Institutional Clients - Domestic Equity: 0.45% Large Cap, 0.50% All Cap Growth, 0.45% Targeted Risk/Dynamic Cash, 0.70% AC Tax Efficient $0+: Individual Clients – All Products: 1.50% Sub-Advised, 1.95% Wrap Fee $0 - $50,000,000: Model Portfolio Services: 0.50% $50,000,000 - $150,000,000: Model Portfolio Services: 0.40% >$150,000,000+: Model Portfolio Services: 0.30% $0 - $2,500,000: Investment Advice Services: 0.75% $2,500,000 - $5,000,000: Investment Advice Services: 0.65% >$5,000,000+: Investment Advice Services: 0.50%
$400/hour for services outside scope of contracted services
Annual retainer fee of $8,000 paid quarterly (ongoing comprehensive financial planning)
Account minimum: $100,000 for individual clients; $1,000,000 for institutional clients; $10,000,000 for model portfolio services (smaller amounts may be accepted on a client-by-client basis) Fee-only: Single issue financial planning option: base fee $500 (varies by complexity); comprehensive planning base fee $3,000 (varies by complexity); annual retainer base fee $8,000 (paid quarterly); hourly fee $400/hour for services outside scope
Main office
5600 Wyoming NE, Suite 220
Albuquerque NM 87109
Advisors at this office
3
Most active in
Arizona · California · Colorado · New Mexico · Texas · Wisconsin
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian S
Series 65
Albuquerque, NM
Hanseatic Management Services Inc
Brian Stangel is a financial advisor at Hanseatic Management Services Inc. with 14 years of industry experience. He holds the Series 65 designation and has been with Hanseatic Management Services for over 30 years, including both recent and earlier tenures. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative investment process to guide portfolio decisions and serves as a sub-advisor and model provider to other registered investment advisory firms.
Connor G
Series 63, Series 65
Albuquerque, NM
Hanseatic Management Services Inc
Connor Greenwood is a financial advisor at Hanseatic Management Services Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Hanseatic, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2024. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative process to guide portfolio construction and is notable for its role as a sub-advisor and model provider to other registered investment advisors.
Amy S
CFP®, Series 65
Albuquerque, NM
Hanseatic Management Services Inc
Amy Stangel is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hanseatic Management Services Inc since 2012. She holds a Series 65 license and is based in Albuquerque, NM. Outside of her advisory role, she operates ABQSportfishing, a small outdoor recreation business. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative investment process to guide portfolio construction and serves a variety of clients including other RIAs through sub-advisory and model provisioning arrangements.
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