Joshua Denz
Advisor at Lincoln Investment
Updated today
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.
Firm
Lincoln Investment
Location
Amherst, NY 14228
Credentials
Series 66
Industry experience
2 years
About
Joshua Denz is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and has previously worked at Canisius College and the University at Buffalo. Outside of his advisory role, he also works as a sales associate supporting senior financial representatives. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers through a combination of advisor-managed portfolios, model strategies, and third-party management options.
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)
Fee options
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
Location
61 John Muir Dr., Ste. 100
Amherst, NY 14228
Most active in
Joshua D has reported serving >5 clients in these states in the last 12 months.
New York
Work history
Lincoln Investment
2023 - Present (3 years)
Canisius College
2021 - Present (5 years)
University at buffalo
2017 - 2021 (4 years)
Student
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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