JK
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Joy Kaminski

14 Years of Experience
Joliet, IL
BrokerSells Insurance

Joy Kaminski is a registered investment advisor at Lincoln Investment, based in Joliet, IL, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

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.

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Location

2571 Division Street, Joliet, IL, 60435

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Joy works as a marketing manager at The Voyager Group, Ltd., a financial services and insurance company. She dedicates full-time hours to designing/maintaining the website, creating marketing materials, publishing ads, and providing financial/insurance client support.

Employment History
Current Registrations
Lincoln Investment
October 2020 - Present · 5 yrs 7 mos
Lincoln Investment
February 2012 - Present · 14 yrs 3 mos
Lincoln InvestmentBroker
February 2012 - Present · 14 yrs 3 mos
State Registrations11 states
AZCACOFLGAIAILINMIPAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.