Lincoln Investment

Investment Advisor
in Algonquin, IL

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About this Advisor

Steven Podgorski is a financial advisor based in Algonquin, Illinois with a total of 2 years of relevant experience. Podgorski is an advisor for Lincoln Investment. During their career, the advisor has held roles at Lincoln Investment and Steven J. Podgorski D.B.A. Aspire Financial Group. Podgorski holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Illinois. Lincoln Investment is a registered investment business that has its headquarters in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 employees. It has $15 billion in assets across its 200,217 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 200,217 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Lincoln Investment performs 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 typically vary depending on the financial services. However, fee types charged by Lincoln Investment most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

Algonquin, IL

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Lincoln Investment Brokerage Details

Total Assets Under Management


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


IL Average: 41
Total Number of Accounts


IL Average: 3,342
Average Account Size


IL Average: $4,737,880

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

Steven Podgorski Work History

Steven has been registered as a financial advisor for 2 years.*

2016 - Present (7 years)

Lincoln Investment

2010 - Present (13 years)

Steven J. Podgorski D.B.A. Aspire Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Steven Podgorski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Eric Giosa
Farmington, MI
Bennie Hargrove
Marlton, NJ
Jordan Jackson
Iselin, NJ
Michael Croker
North Palm Beach, FL
Sage Bleakney
Tallahassee, FL
Bryan Alsbury
Renton, WA
Troy Prenger
Maria Stein, OH
Bryan Faller
Blackwood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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