Bert Ritter is a registered investment advisor at Lincoln Investment, based in Lutz, FL, with 43 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
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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
16241 N. Florida Ave, Lutz, FL, 33549
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bert is the owner and agent of Teachers Sharing Answers, selling life insurance, fixed annuities, and providing tax/accounting services, dedicating about half of his time. Bert also owns rental properties with Eileen Ritter, spending a few hours per week on maintenance and rentals.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Pmg Securities CorporationBroker
Calton & Associates, INC.Broker
Sentra Securities CorporationBroker
Nwnl Management CorporationBroker
North American Management, INC.Broker
State Registrations10 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.