Richard Wohlwend, financial advisor Lakeville MN

Richard Wohlwend

CRD Number: 1974461
Current Firm: Lincoln Financial Securities Corporation

Richard Wohlwend (CRD# 1974461) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lakeville, MN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Lakeville, MN Jul 2008 - Current 15
Sabre Financial -dba Lakeville, MN Apr 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Richard D. Wohlwend
Phone Number: 800-237-3813
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
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)
  • Other
Types of Clients
Registered States

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

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