Troy
Prenger

Lincoln Investment

CRD#6189155
Investment Advisor
in Maria Stein, OH

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About this Advisor

Troy Prenger is a financial advisor based in Maria Stein, Ohio, working with Lincoln Investment. Troy has previously held positions at James Capital Alliance, Inc and Lincoln Investment Planning, LLC. Troy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Troy is part of Lincoln Investment, which operates out of Maria Stein, Ohio. 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

Series 65, Series 63

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

Office Location

7990 State Rt. 119
Maria Stein, OH 45860

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

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

1,297

OH Average: 41
Total Number of Accounts

203,427

OH Average: 3,342
Average Account Size

$84,640

OH Average: $4,737,880

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

Troy Prenger Work History

2019 - Present (5 years)

Lincoln Investment Planning, LLC

2013 - 2019 (6 years)

James Capital Alliance, Inc

Disclosures

Please visit the SEC profile of Troy Prenger 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

Kimberly Cox
Lutz, FL
Miriam Percy
Broken Arrow, OK
Brian Cranford
Winder, GA
Nellie Forst
Fort Washington, PA
James Horris
Brookeville, MD
Sebastiano Mancarella
Ashburn, VA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
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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