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Michael M

Series 63, Series 65

The Villages, FL

Lincoln Investment

Michael Mehltretter is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation. He has also served with the Buffalo Fire Department since 1991. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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