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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
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Lincoln Investment Brokerage Details
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.*
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
North Palm Beach, FL
Maria Stein, OH
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 firstname.lastname@example.org.
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