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Michael Mracna

Lincoln Investment
32 Years of Experience
Lutz, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Mracna is a registered investment advisor at Lincoln Investment, based in Lutz, FL, with 32 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16241 N. Florida Ave, Lutz, FL, 33549

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the president of Rainman Sprinklers Corp, an irrigation company, and spends minimal time on this role. He also owns Total Financial Solution, where he sells fixed annuities and life insurance, dedicating about 10-20% of his time.

Employment History
Current Registrations
Lincoln Investment
June 2010 - Present · 16 yrs 4 mos
Lincoln InvestmentBroker
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
Veritrust Financial, LLCBroker
April 2002 - April 2008 · 6 yrs
Aragon Financial Services, INC.Broker
July 1994 - April 2002 · 7 yrs 9 mos
State Registrations17 states
CAFLGAINKYLAMDNCNHNJNVPASCTNTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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