Dale Mingledorff
Dale Mingledorff is a CFP-designated registered investment advisor at Lincoln Investment, based in St. Augustine, FL, with 20 years of industry experience. Dale 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
St. Augustine, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2022Other Business Activities
Dale is the registered agent for his wife's writing business, Mamadorff Writes, LLC, and owns EQV Wealth Management, LLC, which he uses for his Lincoln Investment securities business. He also serves as an instructor and Lieutenant Colonel in the US Army Reserve, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations9 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.
Exams
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