Answer a few questions and
get matched with an advisor.
About this Advisor
Todd Wartman is a financial advisor operating in Union, Kentucky with a total of 11 years of relevant experience. Wartman is on the advisory team at Lincoln Investment. Throughout their career, Wartman has worked at Capital Analysts Inc and Lincoln Investment. Wartman holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Kentucky and Ohio. 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 financial advisors. It controls $15 billion in total assets among its 200,217 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 200,217 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Lincoln Investment has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on which services are provided. Fee types charged by Lincoln Investment most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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 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
Todd Wartman Work History
Todd has been registered as a financial advisor for 11 years.*
Capital Analysts Inc
*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 Todd Wartman 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
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.