John
Schu
Lincoln Investment
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About this Advisor
John Schu is a certified financial planner who works in Marlton, New Jersey with a total of 21 years of industry experience. Schu currently works for Lincoln Investment. They have been with Lincoln Investment for their complete career. Schu maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and Pennsylvania. Lincoln Investment is a registered investment firm that has its headquarters in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 people on staff. It handles $15 billion in assets across its 200,217 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 200,217 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Lincoln Investment can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
John Schu Work History
John has been registered as a financial advisor for 21 years.*
Lincoln Investment Planning, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Schu 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
Farmington, MI
Stevensville, MI
Fort Washington, PA
North Palm Beach, FL
Woodland Hills, CA
Jacksonville, FL
Iselin, NJ
Schaumburg, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
