Chad Thuner is a registered investment advisor at Lincoln Investment, based in Minot, ND, with 19 years of industry experience. Chad 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
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
Location
Minot, ND
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.
Exams
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