John Kirsch
John Kirsch is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 22 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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
John sells insurance and annuity products as an independent contractor for Marcus Agency and as an independent agent for Advisors Insurance Brokers, dedicating a few hours per week to each. He also works full-time as an electrical apprentice and owns JDK Handyman Services, requiring minimal time, and rents out a house.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Phoenix Equity Planning CorporationBroker
Tower Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 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.