Robert Ziegler, financial advisor Wilmington DE
93 score

Robert Ziegler

CRD Number: 5419598
Current Firm: Lincoln Financial Advisors Corporation

Robert Ziegler (CRD# 5419598) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Wilmington, DE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Wilmington, DE Apr 2012 - Current 4
Del One Federal Credit Union Dover, DE Feb 2010 - Apr 2012 2
Cuna Brokerage Services, Inc. Waverly, IA Feb 2010 - Apr 2012 2
Lincoln Financial Advisors Corp Wilmington, DE Jan 2008 - Jan 2010 2
Unemployed Wilmington, DE Jun 2007 - Jan 2008 < 1
Brandywine School Disrict Claymont, DE Feb 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Robert G. Ziegler
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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