Jerald
Wozniak

Lincoln Investment

CRD#1187429
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Jerald Wozniak is a certified financial planner in Pittsburgh, Pennsylvania. Currently an investment advisor with Lincoln Investment, Wozniak has a notable 44 years of professional experience. Wozniak has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Wozniak is registered to serve investors based out of Pennsylvania. Over the course of their career, Wozniak has held roles at Lincoln Investment Planning, Inc, Fox Chapel Area Schools, Milico (Al Williams Co) and Fans. Lincoln Investment is based out of Pittsburgh, Pennsylvania, and operates out of 427 locations throughout the nation. As a company, Lincoln Investment oversees $8 billion in assets dispersed across 113,080 accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 52,887 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Investment can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

44 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

30 Isabella Street Suite 204
Pittsburgh, PA 15212

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

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

1,279

PA Average: 41
Total Number of Accounts

139,067

PA Average: 3,342
Average Account Size

$64,993

PA Average: $4,737,880

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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

Jerald Wozniak Work History

Jerald has 44 years of experience.

1986 - Present (33 years)

Lincoln Investment Planning, Inc

1984 - Present (35 years)

Fans

1983 - Present (36 years)

Milico (Al Williams Co)

1974 - Present (45 years)

Fox Chapel Area Schools

Disclosures

Jerald Wozniak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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