Michael Kreger
Michael Kreger is a CFP-designated registered investment advisor at Lincoln Investment, based in Rockford, MI, with 19 years of industry experience. Michael 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
Rockford, MI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2014Other Business ActivitiesSells Insurance
Michael works as an agent for AGIA selling non-securities insurance products since 2022. This requires a few hours per week.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations10 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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