Gregory
Wisniew

Lincoln Investment

CRD#3003105
Investment Advisor
in San Diego, CA
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About this Advisor

Gregory Wisniew is a certified financial planner working in San Diego, California, with a total of 17 years of professional experience. Wisniew currently works for Lincoln Investment. Their career trajectory has included roles at Nfp Securities, Inc and Lincoln Investment Planning. Wisniew holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Lincoln Investment is a business operating in San Diego, California. It has offices in 427 locations and a total of 1,231 financial advisors. It handles $8 billion in assets among its 113,080 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 44 charities and foundations. Of its 113,080 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the financial services. However, fee types charged by Lincoln Investment most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9915 Mira Mesa Blvd. Suite 110
San Diego, CA 92131

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Lincoln Investment Brokerage Details

Total Assets Under Management

$8,103,763,895

CA Average: $15,833,994,310
Total Number of Employees

1,231

CA Average: 41
Total Number of Accounts

113,080

CA Average: 3,342
Average Account Size

$71,664

CA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Gregory Wisniew Work History

Gregory has 17 years of experience.

2014 - Present (5 years)

Lincoln Investment Planning

2001 - 2014 (13 years)

Nfp Securities, Inc

Disclosures

Gregory Wisniew has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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