Jason
Hergenreder
Lincoln Investment
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About this Advisor
Jason Hergenreder is a financial advisor based in Lago Vista, Texas, working with Lincoln Investment. Jason has previously held positions at Lago Vista Isd, Round Rock Isd, Clovis Usd, Thomas Dias, Waddell & Reed Inc, Lincoln Investment LLC, and Capital Analysts. Jason has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jason is part of Lincoln Investment, which operates out of Lago Vista, Texas. 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
Jason Hergenreder Work History
Lincoln Investment LLC
Capital Analysts
Thomas Dias
Waddell & Reed Inc
Lago Vista Isd
Round Rock Isd
Clovis Usd
Disclosures
Please visit the SEC profile of Jason Hergenreder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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