Brian Joseph Wyzgowski
Advisor at Lincoln Investment — Lombard, IL
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
Series 66
Experience Industry experience
4 years
Location
Lombard, IL 60148
Lincoln Investment
Enterprise
Brian Wyzgowski is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research, and Christian Financial Credit Union. He also has experience outside the advisory industry, including employment with Signet Jewelers and Hollister. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches, and manages approximately $22.9 billion in advisory assets.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Flat fees for financial planning and consulting services, negotiable and disclosed in Planning Services Agreement
$0 - $500,000: Wealth Solutions Platform Fee 0.15%; Workplace Retirement Solutions Platform Fee 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee 0.12%; Workplace Retirement Solutions Platform Fee 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee 0.10%; Workplace Retirement Solutions Platform Fee 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee 0.08%; Workplace Retirement Solutions Platform Fee 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee 0.06%; Workplace Retirement Solutions Platform Fee 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee 0.04%; Workplace Retirement Solutions Platform Fee 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee 0.03%; Workplace Retirement Solutions Platform Fee 0.15% Over $35,000,000+: Wealth Solutions Platform Fee 0.02%; Workplace Retirement Solutions Platform Fee 0.15%
Brokerage and insurance commissions and fees; additional compensation from third-party sales and marketing support; fees and commissions outside advisory services
Hourly fees for financial planning services, negotiable and disclosed in Planning Services Agreement
Fee-only: Financial planning fees charged on an hourly or flat fee basis, negotiable per agreement
Lombard, IL
Suite 150, 500 Waters Edge
Lombard IL 60148
Advisors at this office
12
Illinois · Michigan
4 years of industry experience
Lincoln Investment
2026 - Present • 1 year
Fort Washington, PA
LPL Financial
2025 - 2026 • 1 year
Sterling Heights, MI
Christian Financial Credit Union
2023 - Present • 3 years
Sterling Heights, MI
CUSO Financial Services, LP
2023 - 2025 • 2 years
San Diego, CA
Cambridge Investment Research Advisors, Inc.
2023 - 2023 • 1 year
Fairfield, IA
Cambridge Investment Research Inc.
2022 - 2023 • 1 year
Fairfield, IA
Cambridge Investment Research Inc.
2022 - 2023 • 1 year
Fairfield, IA
Unemployed
2020 - 2022 • 2 years
North Street, MI
TruChoice Financial
2020 - 2021 • 1 year
Woodstock, GA
TruChoice Financial
2019 - 2020 • 1 year
St Louis Park, MN
Signet Jewelers Limited
2016 - 2019 • 3 years
Fort Gratiot, MI
Hollister
2016 - 2018 • 2 years
Fort Gratiot, MI
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.
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