Ryan
Smith

Lincoln Investment

CRD#7440650
Investment Advisor
in Farmington, MI

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About this Advisor

Ryan Smith is a financial advisor based in Farmington, Michigan, working with Lincoln Investment. Ryan has previously held positions at Lincoln Investment, Soehnlen Veterinary Clinic, Fairless High School, Consolidated Financial Corporation, and Midway Drive In. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Ryan is part of Lincoln Investment, which operates out of Farmington, 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

Series 66

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

29905 Middlebelt Rd
Farmington, MI 48334

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

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

1,297

MI Average: 41
Total Number of Accounts

203,427

MI Average: 3,342
Average Account Size

$84,640

MI 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

Ryan Smith Work History

2022 - Present (2 years)

Lincoln Investment

2021 - Present (3 years)

Consolidated Financial Corporation

2018 - 2021 (3 years)

Fairless High School

2016 - 2020 (4 years)

Soehnlen Veterinary Clinic

2016 - 2016 (< 1 year)

Midway Drive In

Disclosures

Please visit the SEC profile of Ryan Smith 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

Carly Mccarty
Marlton, NJ
Annirose Womack
Verona, WI
Nellie Forst
Fort Washington, PA
Kimberly Cox
Lutz, FL
James Horris
Brookeville, MD
Randall Taylor
Shippensburg, PA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
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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