Alfredo Manzanarez is a registered investment advisor at Lincoln Investment, based in Renton, WA, with 17 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
3900 E. Valley Road, Suite 202, Renton, WA, 98057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alfredo is a part owner of Musically Minded, an early childhood music education business, and helps with bookkeeping and operations. He also owns Glacier Consulting, where he helps business owners get organized, dedicating a few hours per week to each venture.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Lincoln Investment
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Shelgren Financial Group, INC.
Great American Advisors, INC.Broker
Great American Advisors, INC.
Securian Financial Services, INC.Broker
State Registrations11 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.