Michael Swierk
Michael Swierk is a registered investment advisor at Lincoln Investment, based in Lombard, IL, with 32 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
Suite 150, 500 Waters Edge, Lombard, IL, 60148
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Michael is the President of Swierk Investments, a corporation used for tax purposes. He dedicates minimal time to this activity.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Pmg Asset Management INC
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
State Registrations21 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.