Susan Wanamaker is a CFP-designated registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 15 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Susan works full-time as a Financial Advisor at Beacon Financial Partners. She also serves as a board member for Hearts and Hands of CASA, a non-profit organization, dedicating minimal time to this role.
Employment History
Current Registrations
Lincoln Investment
Beacon Financial Advisory LLC
Lincoln InvestmentBroker
Capital Analysts
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
John Hancock Distributors, INC.Broker
Colonial Investment Services, INC.Broker
Ids Marketing CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.