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 63, Series 65
Experience Industry experience
22 years
Location
Mankato, MN 56001
Lincoln Investment
Enterprise
Gretchen Rehm is a financial advisor at Lincoln Investment with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Horace Mann Investors and Capital Analysts before joining Lincoln Investment. Outside of her advisory role, she serves as a school board member and is involved with a nonprofit foundation that supports school funding. Lincoln Investment Planning, LLC is a large advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an 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
Mankato, MN
150 St. Andrews Ct #510
Mankato MN 56001
Advisors at this office
1
Minnesota
22 years of industry experience
Capital Analysts
2021 - Present • 5 years
Fort Washington, PA
Lincoln Investment
2021 - Present • 5 years
Fort Washington, PA
Horace Mann Investors
2003 - 2021 • 18 years
Eagle Lake, MN
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 63, Series 65
Mankato, MN
Legacy Retirement Advisors
Aaron Britz is a financial advisor at Legacy Retirement Advisors in Mankato, MN, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Legacy Wealth Management since 2012. Outside of advising, he provides basic accounting and bookkeeping services for a trucking company. Legacy Retirement Advisors serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing an "advance-and-protect" investment approach that combines strategic asset allocation and tactical adjustments. The firm uses diversified portfolios of ETFs, stocks, and mutual funds, emphasizes tax efficiency, and offers both fixed-fee planning and integrated wealth-management services.
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
Larry Kuyper is a ChFC® with 12 years of industry experience, currently serving at LifePlan Financial, LLC since 2005. He holds the Series 63 designation and participates as president of the South Central College Foundation, where he reviews financial statements as part of the finance committee. Kuyper is also involved in contract-related services for LifePlan Financial through an affiliated business. LifePlan Financial, LLC provides discretionary portfolio management, financial planning, estate planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients’ financial and legacy needs.
CFP®
Mankato, MN
LifePlan Financial, LLC
William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.
Series 66
St. Peter, MN
The Sherwin Group
Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.
Series 65
Mankato, MN
Actify Investor Retirements, LLC
Jacob Staszak is a financial advisor with Actify Investor Retirements, LLC in Mankato, MN, holding a Series 65 designation and 10 years of industry experience. He has worked at Vestwell since 2023, Actify Investor Retirements since 2017, and Plan Administrators from 2016 to 2017. Actify Investor Retirements advises retirement plan sponsors and individual IRA/SIMPLE IRA participants, primarily through payroll-deduction IRA arrangements and plan menu services. The firm provides investment advisory services, model-based portfolio management, and financial planning support, largely on a non-discretionary basis, with an emphasis on risk-based model portfolios and formal education for plan fiduciaries and participants.
Series 63, Series 65
Mankato, MN
DAI Wealth, LLC
David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.
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