Robert
Koekkoek
Lincoln Investment
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About this Advisor
Robert Koekkoek is a financial advisor based in Muskegon, Michigan, working with Lincoln Investment. Robert has previously held positions at Capital Analysts, Legend Equities Corporation, and Lincoln Investment. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Robert is part of Lincoln Investment, which operates out of Muskegon, Michigan. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Robert Koekkoek Work History
Capital Analysts
Lincoln Investment
Lincoln Investment
Legend Equities Corporation
Disclosures
Please visit the SEC profile of Robert Koekkoek 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
Marlton, NJ
Southlake, TX
Freeport, NY
Broken Arrow, OK
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.
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