Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Lewes has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Lewes, Delaware have an average of 0 years of experience.
Nicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LOKKEN INVESTMENT GROUP, LLC 1413 Savannah Road,, Suite 4 Lewes, DE, 19958 | $235,822,674 | 1096 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
2 | SPHINX INVESTMENTS LLC 16192 Coastal Highway, Lewes, DE, 19958 | $0 | 0 | 1 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 283696
Assets Under Management $235,822,674
No. Of Clients1096
Clients Per Financial Advisor219
LOKKEN INVESTMENT GROUP, LLC is a financial advisory firm situated in Lewes, Delaware. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1096 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327836
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SPHINX INVESTMENTS LLC is a financial advisory firm situated in Lewes, Delaware. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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