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Brian M. Becka

Advisor at Lincoln Investment — North Royalton, OH

Updated today

Credentials

None found

Experience

16 years

Location

North Royalton, OH 44133

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

874

Across 152 offices

Clients per advisor

158 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

About

Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a role at Royalton Financial Group since 2009. Outside of his primary advisory work, Becka serves as an associate planner at Valued Capital Advisors, where he engages in investment planning and insurance sales. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management with both advisor- and firm-managed model portfolios, supported by a dedicated in-house Investment Management & Research team.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed

Demographic focus

Based on Lincoln Investment

Mid-Career Professionals Retired

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Fee options

Fixed

Financial planning and periodic investment consulting may be charged on a flat fee basis

Percentage

$0 - $500,000: 0.15% to 0.24% (Platform Fee varies by program and account type) $500,000.01 - $1,000,000: 0.12% to 0.21% (Platform Fee varies by program and account type) $1,000,000.01 - $2,000,000: 0.10% to 0.19% (Platform Fee varies by program and account type) $2,000,000.01 - $5,000,000: 0.08% to 0.17% (Platform Fee varies by program and account type) $5,000,000.01 - $10,000,000: 0.06% to 0.15% (Platform Fee varies by program and account type) $10,000,000.01 - $20,000,000: 0.04% to 0.15% (Platform Fee varies by program and account type) $20,000,000.01 - $35,000,000: 0.03% to 0.15% (Platform Fee varies by program and account type) $35,000,000.01+: 0.02% to 0.15% (Platform Fee varies by program and account type)

Commissions

As broker-dealer, Lincoln Investment also receives brokerage commissions on securities transactions and insurance products

Project-based

Financial planning and periodic investment consulting may be charged on an hourly basis

Other

Fee-only: Financial planning services generally on a flat fee or hourly fee basis; fees negotiable and vary by Advisor and services

Location

See office

North Royalton, OH

13374 Ridge Road

North Royalton OH 44133

Advisors at this office

1

Most active in

Ohio

Work history

16 years of industry experience

Lincoln Investment

2012 - Present • 14 years

North Royalton, OH

Royalton Financial Group

2009 - Present • 17 years

North Royalton, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John S

Series 66

Westlake, OH

RFG Advisory, LLC

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

General retirement planning Wealth management Income planning Inherited wealth Early retirement planning Executive Founder/Business Owner Retired Doctor or Medical Professional Approaching retirement Retired Mid-Career Professionals Established Professionals Career Changers

Andrew L

Series 63, Series 66

Independence, OH

Eagle Strategies (NY Life)

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Inherited wealth Multi-generational wealth transfer Disability insurance Life insurance needs analysis Founder/Business Owner Executive Doctor or Medical Professional Dentist Young Professionals HENRY (High Earners, Not Rich Yet)
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Ryan L

CPA, Series 7, Series 66

Pepper Pike, OH

Creekside Financial Advisors

Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting General tax planning Founder/Business Owner Retired
user avatar

Robert B

Series 63, Series 65

Independence, OH

Burns Financial Advisors, Inc.

Robert Burns is the principal of Burns Financial Advisors, Inc. in Independence, Ohio, with 42 years of experience in the financial industry. He has been with Burns Financial Advisors since 1988 and has also been associated with Burns Financial Centre, Inc. since 2005. Outside of advisory services, he is involved in seasonal tax preparation work. Burns Financial Advisors, Inc. is an independent firm managing approximately $9.4 million for about 98 clients, including individuals, trusts, estates, and some charitable organizations. The firm offers customized portfolio management and financial consulting, utilizing various securities and employing technical, fundamental, and cyclical analysis supplemented by external research.

Annuities
user avatar

Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Annuities
user avatar

Todd P

Series 63, Series 65

Northfield, OH

Gateway Financial

Todd Pouliot is a financial advisor at Gateway Financial with 22 years of industry experience. He has held positions at Gateway Financial since 2019 and previously worked at Sigma Financial Corporation for 12 years. Pouliot holds Series 63 and Series 65 designations. Gateway Financial serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and other businesses. The firm utilizes passive investment management and asset-allocation models based on modern portfolio theory, alongside fundamental and technical analyses, and offers portfolio management, financial planning, employee benefit plan services, and educational programming.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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