1. Wealthminder
  2. Lombard, IL
  3. Log in
  1. Log in
Donald Wade, financial advisor Lombard IL

Donald Wade

CRD Number: 868242
Current Firm: Lincoln Investment
Donald Wade (CRD# 868242) is an Investment Advisor Representative working at Lincoln Investment in Lombard, IL and has over 31 years of experience in the finance industry. Donald Wade 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
Similar Advisors
Charles Melka, financial advisor Lombard IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Lombard IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Alexander Bass, financial advisor Lombard IL
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Professional Designations
Company Name Location Dates Years
Lincoln Investment Oakbrook, IL Jan 2017 - Current 7
Legend Equities Corporation Palm Beach Gardens, FL Jul 1989 - Jan 2017 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for Donald E. Wade
Suite 150, 500 Waters Edge, Lombard, IL 60148
Phone Number: 215-887-8111
Firm Website: https://www.linkedin.com/company/lincoln-investment-planning/
Registered State(s):
  • IL
  • TX
Current Firm Details
Lincoln Investment
Firm's CRD Number: 519
601 Office Center Drive, Suite 300, Fort Washington, PA 19034
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
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)
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 Donald Wade and other advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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 derived from SEC.gov data covering 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.

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.