John Aelker, financial advisor Independence OH

John Aelker

CRD Number: 2493801
Current Firm: Lincoln Investment

John Aelker (CRD# 2493801) is an Investment Advisor Representative working at Lincoln Investment in Independence, OH and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Independence, OH Jan 2017 - Current 4
Legend Equities Corporation Palm Beach Gardens, FL Jan 2005 - Jan 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
Contact Info for John F. Aelker
Phone Number: 215-887-8111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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