Ronald
Brant

Lincoln Financial Securities Corporation

CRD#847366
Investment Advisor
in Monroe, MI

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About this Advisor

Ronald Brant is an investment advisor based in Monroe, Michigan. Currently an advisor at Lincoln Financial Securities Corporation, they have accumulated an impressive 35 years of work experience. Brant holds a Series 63 license, which qualifies them as a securities broker. Brant is registered to advise customers in Michigan and Texas. Brant has gained experience at Lincoln Financial Group and Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is based out of Monroe, Michigan, and has 293 locations in the United States. In total, Lincoln Financial Securities Corporation oversees $3 billion in assets covering 15,310 accounts and employs more than 943 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 1,793 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 15,310 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Lincoln Financial Securities Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

35 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

29 East Front
Monroe, MI 48161

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

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

943

MI Average: 46
Total Number of Accounts

15,310

MI Average: 1,775
Average Account Size

$219,241

MI Average: $759,012

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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

Ronald Brant Work History

Ronald has 35 years of experience.

2008 - Present (13 years)

Lincoln Financial Securities Corporation

1985 - Present (36 years)

Lincoln Financial Group

Disclosures

Ronald Brant has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Nathan Woods
Pittsburgh, PA
Robert Kimmel
Newport Beach, CA
Renee Moore
Fort Wayne, IN
Lucas Burton
Olean, NY
Kaelene Wong
Kaneohe, HI
George Cox
Lexington, KY
Benjamin Bruins
Johnston, IA
Nicholas Fournaris
Canton, GA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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