Aaron Engleman (CRD# 7149759) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 4 years of experience in the finance industry.
CRD# 6757460
Edward Jones
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jul 2019 - Current | 4 |
| St. Joseph Public Schools | Saint Joseph, MI | Aug 1998 - Jul 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- MI
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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