Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Verona, WI
Every SEC-registered investment adviser representative at a Lincoln Investment office in Verona, A to Z.
The short answer
5 registered advisors work at Lincoln Investment in Verona, out of 829 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Lincoln Investment advisors in Verona, A to Z
Every Lincoln Investment advisor →- Cullen BuckAlso a broker rep
- Joel A. CravenCertified Financial Planner · Also a broker rep
- James J. Guy IIIAlso a broker rep
- Chad J. MillarAlso a broker rep
- Annirose K. WomackCertified Financial Planner · Also a broker rep
Lincoln Investment advisors in every city and state →Lincoln Investment: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lincoln Investment advisors in other cities
Fort Washington, PA 158Marlton, NJ 37Amherst, NY 32Horsham, PA 25Lutz, FL 18Lombard, IL 16Rochester, NY 14Farmington Hills, MI 13Independence, OH 12Cranford, NJ 10Syracuse, NY 10Renton, WA 9Royal Oak, MI 9Shaker Heights, OH 9Sugar Land, TX 9
Other firms in Verona
All Verona advisors →Walkner Condon Financial Advisors LLC 12Edward Jones 4LPL Financial LLC 4Osaic Wealth, Inc. 4Capital Analysts 3Cetera Investment Advisers LLC 3Thrivent Investment Management Inc. 3
Questions
How many financial advisors does Lincoln Investment have in Verona?
5 investment adviser representatives are registered at Lincoln Investment offices in Verona, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Verona?
Lincoln Investment ranks number 2 in Verona by registered advisors; Walkner Condon Financial Advisors LLC has the most, with 12.
How do I check a Lincoln Investment advisor in Verona?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lincoln Investment office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.