Steven Podgorski
Steven Podgorski is a registered investment advisor at Lincoln Investment, based in Algonquin, IL, with 18 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
Algonquin, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an independent broker for Aspire Financial Group, selling life and health insurance and servicing old accounts, dedicating minimal time. He is also the managing member and owner of Steven J Podgorski, LUTCF, Financial Advisor, LLC, created for liability protection, dedicating minimal time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Pruco Securities, LLC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.