Judd
Norman

Lincoln Capital, LLC

CRD#1484772
Investment Advisor
in Lincoln, NE

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About this Advisor

Judd Norman is a financial advisor based in Lincoln, Nebraska, working with Lincoln Capital, LLC. Judd has previously held positions at Mutual Securities, Inc and Lincoln Capital, LLC. Judd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Judd is part of Lincoln Capital, LLC, which operates out of Lincoln, Nebraska. The firm has 10 employees and manages assets totaling $644.3 million. The firm 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, and selection of other advisers. The fee structure at Lincoln Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6003 Old Cheney Rd Suite 350
Lincoln, NE 68516

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Lincoln Capital, LLC Brokerage Details

Total Assets Under Management

$644,332,628

NE Average: $1,978,216,465
Total Number of Employees

10

NE Average: 226
Total Number of Accounts

1,131

NE Average: 7,467
Average Account Size

$569,702

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Judd Norman Work History

2013 - Present (11 years)

Mutual Securities, Inc

2013 - Present (11 years)

Lincoln Capital, LLC

Disclosures

Please visit the SEC profile of Judd Norman 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 Capital, LLC

Truman Faeh
Lincoln, NE
Brian Swim
Lincoln, NE
Judd Norman
Lincoln, NE
Brett Neal
Lincoln, NE
Cynthia Hahn
Lincoln, NE

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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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.

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