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CFP

Benjamin Weinberger

Lincoln Investment
4 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Benjamin Weinberger is a CFP-designated registered investment advisor at Lincoln Investment, based in Chicago, IL, with 4 years of industry experience. Benjamin 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.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Chicago, IL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin works as an agent for Wealthguide Advisors, LLC, providing insurance coverage to clients, and THG Financial Strategies, offering life insurance and long-term care solutions. These activities require minimal time.

Employment History
Current Registrations
Lincoln Investment
May 2024 - Present · 2 yrs 5 mos
Lincoln Investment
May 2024 - Present · 2 yrs 5 mos
Capital Analysts
May 2024 - Present · 2 yrs 5 mos
Lincoln InvestmentBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
October 2021 - May 2024 · 2 yrs 7 mos
Cetera Investment Services LLCBroker
October 2021 - May 2024 · 2 yrs 7 mos
State Registrations11 states
AZCACOFLILKYMENCSCTXWI
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.
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