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
CFP®, Series 66
Experience Industry experience
10 years
Location
New Hope, PA 18938-0658
Capital Analysts
Multi-team
Chelsea Gordon is a Certified Financial Planner® with 10 years of industry experience. She has worked at Lincoln Investment since 2013 and currently operates in New Hope, PA. Gordon assists clients with retirement, investment, and education planning through her affiliation with Lincoln Investment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.
Based on Capital Analysts
Based on Capital Analysts
Wrap Fee Programs charge a bundled flat fee covering advisory, transaction, and clearing costs (exact fees detailed in Wrap Fee Program Brochure). Certain flat fees paid to Lincoln Investment for training and support also exist but are not client fees.
$0 - $133,333: 0.15% or $200 minimum annual fee (the $200 minimum results in a higher effective percentage fee for smaller accounts) $133,334 - $500,000: 0.15% $500,001 - $1,000,000: 0.12% $1,000,001 - $2,000,000: 0.10% $2,000,001+: 0.08%
Minimum fee: Minimum annual administrative fee of $200 assessed monthly ($16.67/month) for Client Custom Portfolios and Advisor Managed Model Portfolios custodied at Pershing. Fee-only: Advisory fees based on assets under management, with negotiable fees up to a maximum of 1.25% annually charged by the Advisor.
New Hope, PA Lincoln Investment
Lincoln Investment, Lincoln Investment. Po. Box 658
New Hope PA 18938-0658
Advisors at this office
1
Pennsylvania
10 years of industry experience
Lincoln Investment
2016 - Present • 10 years
Fort Washington, PA
Lincoln Investment
2016 - Present • 10 years
Fort Washington, PA
Lincoln Investment
2013 - 2017 • 4 years
Fort Washington, PA
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.
Series 65
Wood River, NE
Wealth Management
Robert Almquist is a Series 65-licensed financial advisor with Wealth Management Nebraska, bringing 18 years of industry experience. He has been with Wealth Management Nebraska since 2007 and previously worked for Almquist, Maltzahn, Galloway & Luth, P.C. for 47 years. Outside of his advisory role, Almquist is involved in real estate construction and property management through his membership in Do All Construction and Do All Properties. Wealth Management Nebraska advises individual and high-net-worth clients as well as institutional clients, providing services such as discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory with a long-term, buy-and-hold strategy and also offers back-office support for other advisors.
Series 66
Kenesaw, NE
LPL Financial
Lathan Ellis is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. He has previously held roles at Adams County Bank, Buffalo Roofing, AMVNX, NUtech Ventures, and the University of Nebraska-Lincoln. Ellis is also a notary and involved as a non-variable insurance agent through ACB Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions and supports its advisor network with various technology and advisory tools.
Series 65, Series 66
Wood River, NE
Cambridge Investment Research Advisors
Chris Stewart is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 66 licenses. He has 24 years of industry experience, including roles at Centaurus Financial and co-ownership of Stewart & Bangs LLC, a CPA and tax preparation firm. Stewart also serves as a board member of Sense Technologies Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services using proprietary and third-party model strategies across multiple platforms with both discretionary and non-discretionary options.
Series 66
Kenesaw, NE
LPL Financial
Neel Keiser is a Series 66-registered financial advisor with LPL Financial, based in Kenesaw, Nebraska, and has 16 years of industry experience. He previously worked at ACB Group LLC and Securities America Advisors, Inc. Outside of his advisory role, Keiser serves on the board of First Kenesaw Company and holds executive and board positions with Adams County Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies and operational tools, and supports a large network of advisors managing substantial discretionary assets.
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