Annirose Womack is a CFP-designated registered investment advisor at Lincoln Investment, based in Verona, WI, with 15 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
110 Enterprise Dr Ste 101, Verona, WI, 53593
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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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Annirose is a contractor for Astraios Financial - Central LLC, providing financial services to clients, and owns Womack Enterprises LLC for tax and accounting purposes. Both activities appear to take nearly full-time hours.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Foreside Fund Services, LLCBroker
John Hancock Distributors LLCBroker
State Registrations7 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.