Lincoln Koike
Lincoln Koike is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Honolulu, HI, with 29 years of industry experience. Lincoln is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
745 Fort Street Ste 1400, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2025Customer Dispute
September 2006Other Business Activities
Lincoln serves as Vice President on the Board of Directors for Koike since 2018. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations16 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.
Exams
More Advisors
- Ken KondoAmeriprise Financial Services, LLC
- Michael YeeAmeriprise Financial Services, LLC
- Toddi NakagawaAmeriprise Financial Services, LLC
- Chad AdamsAmeriprise Financial Services, LLC
- Daniel Robertson, CFPAmeriprise Financial Services, LLC
- Joseph GronwaldAmeriprise Financial Services, LLC