Rex
Swartz
Lincoln Investment
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About this Advisor
Rex Swartz is a financial advisor based in Kansas City, Missouri, working with Lincoln Investment. Rex has previously held a position at Lincoln Investment Planning, Inc. Rex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Rex is part of Lincoln Investment, which operates out of Kansas City, Missouri. 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
Rex Swartz Work History
Lincoln Investment Planning, Inc
Disclosures
Please visit the SEC profile of Rex Swartz 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
Broken Arrow, OK
Shippensburg, PA
Fort Washington, PA
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Brookeville, MD
Glendora, CA
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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