Erika Ribbens
Advisor at Lincoln Investment
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.
Advisor at Lincoln Investment
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.
Location
Fort Washington, PA 19034
Credentials
Series 66
Industry experience
3 years
Erika Ribbens is a financial advisor at Lincoln Investment with two years of industry experience. She holds the Series 66 designation and has previously worked with the United States Air Force Airman & Family Readiness Center. Her other business activities include working as a salaried financial professional at 7:12 Financial LLC, focusing on client communication and appointment preparation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a wide range of clients including individuals, employers, retirement plan participants, and charitable organizations, offering financial planning, advisor-managed portfolios, and access to third-party managers.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Flat fees possible for financial planning services; fees negotiated individually
$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%
Lincoln Investment is also a broker-dealer and insurance agency; commissions and related fees apply to brokerage services and insurance products
Hourly fees possible for financial planning services; fees negotiated individually
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
601 Office Center Drive, Suite 300
Fort Washington, PA 19034
Florida · Pennsylvania
Lincoln Investment
2025 - Present (1 year)
Lincoln Investment
2022 - 2025 (3 years)
Unemployed - Military move for spouse
2021 - 2021 (1 year)
Eastern Washington University
2018 - 2021 (3 years)
Unemployed - Military move for spouse
2017 - 2018 (1 year)
United States Air Force - Airman & Family Readiness Center
2015 - 2017 (2 years)
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
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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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