Theodore Mihuta
Theodore Mihuta is a registered investment advisor at Lincoln Investment, based in Independence, OH, with 47 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
2 Summit Park Drive, Suite, Suite 210, Independence, OH, 44131
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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
Theodore works as an agent for JL Thomas Company, selling and servicing fixed insurance products since 1990. This activity takes about 10-20% of Theodore's time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
Equity Services, INC.Broker
Great Lakes Securities INC.Broker
Home Life Equity Sales CORP.Broker
Home Life Insurance CompanyBroker
State Registrations2 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.