Michael J Bechtold
Financial advisor at Hager Investment Management Services, LLC · New London, NH
Last updated 2026-10-10
Claim your profileMichael J Bechtold is a financial advisor at Hager Investment Management Services, LLC in New London, NH, CRD 7389689. Licenses and exams on the registration: Series 65. First registered 2022-02-18.
Registration
- CRD number
- 7389689
- Registration status
- Active
- First registered
- 2022-02-18
- Years of experience
- 10
- States registered
- NH
Licenses and exams
- Series 65
Work history
- 2020-01 to 2020-07 · Orbit Group · Manchester, NH
- 2016-06 to 2017-08 · Kearsarge Regional School District · New London, NH
- 2020-07 to 2021-05 · Unemployed · Manchester, NH
- 2017-08 to 2020-01 · University of New Hampshire · Durham, NH
- 2021-05 to Present · Hager Investment Management Services · New London, NH
Current employment
- Hager Investment Management Services, LLC · New London, NH
Hager Investment Management Services, LLC
- Regulatory AUM
- $221,582,799
- Registered advisors
- 4
- Offices
- 1
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 38.2% (Moderate)
Hager Investment Management Services, LLC: advisors, services and reported ETF investments
Reported ETF positions
Hager Investment Management reports 50 ETF positions worth $5.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $794.8K |
| TAN — Invesco Solar ETF | $771.6K |
| VUSB — Vanguard Ultra-Short Bond ETF | $520.4K |
| SPY — SPDR S&P 500 ETF TRUST | $394.3K |
| IWF — iShares Russell 1000 Growth Fund | $378.8K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Hager Investment Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $71.9K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $377.2K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VEA — Vanguard FTSE Developed Markets ETF | $81.4K | Top 97.3% | Residual alpha +1.19% · Residual Sharpe 0.06 |
| Diversification Benefits | QTUM — Defiance Quantum ETF | $25.6K | Top 93.8% | Replicability (R²) 81.4% · Residual Sharpe 0.24 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Hager Investment Management Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
280 Main Street, New London, NH 03257
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 603-526-4099
- Website: hagerinvestments.com
Official record
Are you Michael J Bechtold?
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