Amy Stangel has been CCO/Secretary of Hanseatic Management Services since January 2023, is not listed as a control person, but directly owns between 25% and 50% of the firm.
Hanseatic Management Services Inc is an Albuquerque, NM firm with $174M under management, 216 clients and 4 advisers in one office, as of its March 2026 filing.
Amy Stangel leads financial planning, tax strategy, and overall compliance oversight at Hanseatic Management Services, based in Albuquerque. She has been with Hanseatic since 2012.
- – present · 9 yearsAlbuquerque, NM · Adviser representative · Firm CRD 107110
Professional designations
Listed by Hanseatic Management Services
- CFP®
Investment adviser representative registrations
Amy Stangel is registered as an investment adviser representative in 6 states. The first approvals date from January 2017; the most recent is Colorado, in March 2026.
- ArizonaSince 2 January 2025
- CaliforniaSince 3 December 2024
- ColoradoSince 12 March 2026
- New MexicoSince 31 January 2017
- TexasSince 13 December 2023
- WisconsinSince 13 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amy Myles Stangel
- CRD
- 6014274
- Firm
- Hanseatic Management Services · CRD 107110
- Role
- CCO/Secretary
- Office
- 5600 WYOMING NE, SUITE 220, Albuquerque, NM 87109
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hanseaticgroup.com
Where does Amy Stangel work?
Amy Stangel has been CCO/Secretary of Hanseatic Management Services Inc since January 2023.
Is Amy Stangel a financial advisor?
Yes. Amy Stangel has a current investment-adviser registration in Arizona, California, Colorado, New Mexico, Texas and Wisconsin, through Hanseatic Management Services since January 2017.
How many years of experience does Amy Stangel have?
Amy Stangel has 9 years in the financial industry, since January 2017, across 1 adviser firm.
What exams has Amy Stangel passed?
Amy Stangel passed the Series 65 in January 2017.
Where is Amy Stangel based?
Amy Stangel’s registered office is in Albuquerque, NM.
Is Amy Stangel registered with FINRA?
No. Amy Stangel has no current broker registration.
Is Amy Stangel a CFP?
Hanseatic Management Services lists Amy Stangel with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Amy Stangel’s record?
Search CRD 6014274 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Stangel’s full registration record.