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.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| 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 |
- MI
-
Total Assets Under Management245MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$40,750,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Other
MI
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