Brian M. Becka
Advisor at Lincoln Investment — North Royalton, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
16 years
Location
North Royalton, OH 44133
Lincoln Investment
Enterprise
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.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Financial planning and periodic investment consulting may be charged on a flat fee basis
$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)
As broker-dealer, Lincoln Investment also receives brokerage commissions on securities transactions and insurance products
Financial planning and periodic investment consulting may be charged on an hourly basis
Fee-only: Financial planning services generally on a flat fee or hourly fee basis; fees negotiable and vary by Advisor and services
North Royalton, OH
13374 Ridge Road
North Royalton OH 44133
Advisors at this office
1
Ohio
16 years of industry experience
Lincoln Investment
2012 - Present • 14 years
North Royalton, OH
Royalton Financial Group
2009 - Present • 17 years
North Royalton, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)