Lincoln Douglas Investments, LLC

Lincoln Douglas Investments, LLC (CRD# 155578) is a financial advisory firm headquartered in Mount Vernon, OH. They manage $8,316,528 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $268,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, OH

Financial Advisors at Lincoln Douglas Investments, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Nick Burson
CRD#: 5763845
135 S. Main Street, Mount Vernon, OH 43050
100
Wealthminder
score
Nick Burson (CRD# 5763845) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 5 years of experience in the finance industry.
2
Michael J. Kocsis
CRD#: 3048047
238 East Broadway, Granville, OH 43023
96
Wealthminder
score

Michael Kocsis (CRD# 3048047) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Granville, OH and has over 19 years of experience in the finance industry. Michael Kocsis 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.

3
Ned A. Thomas
CRD#: 445341
Westerville, OH
96
Wealthminder
score

Ned Thomas (CRD# 445341) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Westerville, OH and has over 31 years of experience in the finance industry. Ned Thomas 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.

4
Brandon L. Bullock
CRD#: 4617848
135 S. Main Street, Mount Vernon, OH 43050
93
Wealthminder
score

Brandon Bullock (CRD# 4617848) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 14 years of experience in the finance industry.

5
Kenneth E. Dennis
CRD#: 2297497
135 S. Main Street, Mount Vernon, OH 43050
93
Wealthminder
score

Kenneth Dennis (CRD# 2297497) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 15 years of experience in the finance industry.

6
Stephen C. Dennis
CRD#: 4453049
135 S. Main Street, Mount Vernon, OH 43050
93
Wealthminder
score

Stephen Dennis (CRD# 4453049) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 6 years of experience in the finance industry.

7
Terry L. Hill
CRD#: 1401086
135 S. Main Street, Mount Vernon, OH 43050
83
Wealthminder
score

Terry Hill (CRD# 1401086) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 24 years of experience in the finance industry.

8
Brian E. Mohney
CRD#: 2890043
Newnan, GA
73
Wealthminder
score

Brian Mohney (CRD# 2890043) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Newnan, GA and has over 18 years of experience in the finance industry.

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