Sonya Lincolnhol, financial advisor Grand Rapids MI

Sonya Lincolnhol

CRD Number: 7080414
Current Firm: Retireful LLC

Sonya Lincolnhol (CRD# 7080414) is an Investment Advisor Representative working at Retireful LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Retireful Llc (d/b/a Mohr Capital Management) Lansing, MI Feb 2023 - Current 1
Regal Financial Group Kentwood, MI Jan 2019 - Feb 2023 4
Unemployed Riverwoods, IL Jan 2009 - Jan 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Sonya S. Lincolnhol
Phone Number: 866-464-6608
Firm Website:
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Other
Types of Clients
Registered States


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