Nicholas Wilz is a registered investment advisor at Lincoln Investment, based in Waukon, IA, with 8 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
Waukon, IA
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Regulatory History (1)
Criminal
October 2002Other Business Activities
Nicholas is the owner and president of The Nicholas Wilz and Associates, Inc. He dedicates minimal time to this activity for tax purposes, transferring revenue to the corporation.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
State Registrations4 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.