Bonnie Kenna is a registered investment advisor at Lincoln Investment, based in Rensselaer, NY, with 20 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
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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
Rensselaer, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bonnie coaches field hockey at various levels, including a high school team, a non-profit club, and a national development program, dedicating about a quarter of her time to the high school position. She also coaches kids at Skidmore College for a week each year, dedicating about 10-20% of her time during that week.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
Signator Investors, INC.Broker
Legend Equities CorporationBroker
State Registrations11 states
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