CW
CW

Christopher Wyzgowski

22 Years of Experience
Fort Washington, PA
BrokerSells Insurance

Christopher Wyzgowski 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

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.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an agent for Wealthguide Advisors LLC, selling life insurance, long-term care insurance, and fixed annuities, dedicating about a quarter of his time. He is also an agent for THG Financial, selling fixed life, fixed annuities, health, and long-term care insurance, dedicating a few hours per week.

Employment History
Current Registrations
Lincoln Investment
August 2023 - Present · 2 yrs 9 mos
Capital Analysts
August 2023 - Present · 2 yrs 9 mos
Lincoln InvestmentBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
VALIC Financial Advisors, INC.
March 2008 - August 2023 · 15 yrs 5 mos
VALIC Financial Advisors, INC.Broker
January 2008 - August 2023 · 15 yrs 7 mos
Fsc Securities CorporationBroker
February 2006 - January 2008 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
July 2003 - January 2006 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
July 2003 - January 2006 · 2 yrs 6 mos
State Registrations12 states
CACTFLHIILINMINVNYPATXWI
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.