Wendi
Strom

Lincoln Financial Securities Corporation

CRD#4137795
Investment Advisor
in Denver, CO
Are you Wendi Strom? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Wendi Strom is a certified financial planner who works out of Denver, Colorado, who has been in the financial industry for 18 years. Strom is currently employed by Lincoln Financial Securities Corporation. During their career, Strom has held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Schwab Private Client Investment Advisory, Inc, Lpl Financial, LLC and Lincoln Financial Securities Corporation. Strom maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Colorado. Lincoln Financial Securities Corporation is a firm that has its headquarters in Denver, Colorado. The company has offices in 322 locations and a total of 1,017 advisors. It has $3 billion in total assets between its 13,186 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 23 charitable organizations. Of its 13,186 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. Lincoln Financial Securities Corporation provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees depend on which services the firm provides the client. However, fee types charged by Lincoln Financial Securities Corporation most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1776 South Jackson Street Suite 800
Denver, CO 80210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

CO Average: $1,347,246,178
Total Number of Employees

938

CO Average: 46
Total Number of Accounts

14,485

CO Average: 1,775
Average Account Size

$194,726

CO Average: $759,012

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Wendi Strom Work History

Wendi has 18 years of experience.

2016 - Present (3 years)

Lincoln Financial Securities Corporation

2014 - 2016 (2 years)

Lpl Financial, LLC

2012 - 2014 (2 years)

Schwab Private Client Investment Advisory, Inc

2008 - 2011 (3 years)

Charles Schwab Bank

2000 - 2014 (14 years)

Charles Schwab & Co., Inc

Disclosures

Wendi Strom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started