Chad Thuner
Chad Thuner is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 19 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2020Customer Dispute
January 2020Customer Dispute
October 2019Other Business Activities
Chad is the President of Huber Sprinkler Service, Inc., installing underground irrigation, and the President of Blue Key Capital, LLC, a real estate holding company. Both activities take about 10-20% of Chad's time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Capital Financial Services, INC.
Integrity Funds Distributor, INC.Broker
Capital Financial Services, INC.Broker
Inland National Securities, INC.Broker
State Registrations1 state
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.