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Christopher Robrahn

Advisor at Lincoln Investment

Updated today

Location

Wichita, KS 67206

Credentials

Series 63

Industry experience

33 years

About

Christopher Robrahn is a financial advisor with Lincoln Investment in Wichita, KS, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at Legend Equities Corporation for 12 years before joining Lincoln Investment in 2017. Outside of his advisory role, Robrahn produces and hosts a weekly fitness-based web radio program and serves on the board of advisors for the East Wichita YMCA. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and investment management solutions including advisor-managed and third-party portfolios.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Founder/Business Owner Retired

Demographic focus

Based on Lincoln Investment

Approaching retirement HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Flat fees possible for financial planning services; fees negotiated individually

Percentage

$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% $35,000,000.01+: Wealth Solutions Platform Fee: 0.02%; Workplace Retirement Solutions Platform Fee: 0.15%

Commissions

Lincoln Investment is also a broker-dealer and insurance agency; commissions and related fees apply to brokerage services and insurance products

Project-based

Hourly fees possible for financial planning services; fees negotiated individually

Other

Minimum fee: Minimum annual Platform Fee of $100.00 per year for Lincoln Signature Solutions Client Custom Portfolios Program Fee-only: Financial planning services offered on flat or hourly fee basis; fees negotiated individually; hourly or flat fees disclosed in Planning Services Agreement

Location

1445 N. Rock Road, Suite 220

Wichita, KS 67206

Most active in

Kansas

Work history

Lincoln Investment

2017 - Present (9 years)

Legend Equities Corporation

2005 - 2017 (12 years)

Disclosures

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

Business activities & affiliations

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Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Michael S

Series 63, Series 66

Rose Hill, KS

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Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
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Wichita, KS

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General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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Series 63, Series 65

Wichita, KS

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Annuities
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Jeremy R

Series 65

Haysville, KS

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Passive / index investing General retirement planning
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