Robert Leugers, financial advisor Maria Stein OH
96 score

Robert Leugers

CRD Number: 1354197
Current Firm: Lincoln Investment

Robert Leugers (CRD# 1354197) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has over 23 years of experience in the finance industry. Robert Leugers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
William Dicke, financial advisor Maria Stein OH
William T. Dicke
CRD# 1744226
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
96
Similar Advisors
Daniel Hoelscher, financial advisor Maria Stein OH
Daniel L. Hoelscher
CRD# 2857173
Seniormark, LLC
Score
96
Similar Advisors
Terry May, financial advisor Maria Stein OH
Terry W. May
CRD# 1453998
Creative Financial Designs, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Lincoln Investment Maria Stein, OH Jun 2012 - Current 4
Capital Analysts, Incorporated Marta Stein, OH Oct 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Contact Info for Robert J. Leugers
Phone Number: 215-887-8111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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)
  • Market timing services
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.