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.
Firm
Lincoln Investment
Location
Greenville, OH 45331
Credentials
Series 63, Series 65
Industry experience
5 years
Financial Planning Services and Periodic Investment Consulting may be charged on a flat fee basis; specific amounts not stated.
$0 - $500,000: 0.15% Platform Fee (Wealth Solutions) $500,000.01 - $1,000,000: 0.12% Platform Fee (Wealth Solutions) $1,000,000.01 - $2,000,000: 0.10% Platform Fee (Wealth Solutions) $2,000,000.01 - $5,000,000: 0.08% Platform Fee (Wealth Solutions) $5,000,000.01 - $10,000,000: 0.06% Platform Fee (Wealth Solutions) $10,000,000.01 - $20,000,000: 0.04% Platform Fee (Wealth Solutions) $20,000,000.01 - $35,000,000: 0.03% Platform Fee (Wealth Solutions) $35,000,000.01+: 0.02% Platform Fee (Wealth Solutions) $0 - $500,000: 0.24% Platform Fee (Workplace Retirement Solutions) $500,000.01 - $1,000,000: 0.21% Platform Fee (Workplace Retirement Solutions) $1,000,000.01 - $2,000,000: 0.19% Platform Fee (Workplace Retirement Solutions) $2,000,000.01 - $5,000,000: 0.17% Platform Fee (Workplace Retirement Solutions) $5,000,000.01 - $10,000,000: 0.15% Platform Fee (Workplace Retirement Solutions) $10,000,000.01+: 0.15% Platform Fee (Workplace Retirement Solutions)
Commission-based compensation is reported in SEC Part 1 and acknowledged in brochure; specific rates not stated.
Financial Planning Services may be charged on an hourly fee basis; specific rates not stated.
Account minimum: Varies by Advisor and platform; examples include $10,000 for Lincoln Strategic and Adaptive Intelligence Models, $25,000 for J.P. Morgan Investment Management, and $150 periodic investment plan minimums. Some Advisors may not establish a minimum. Minimum fee: Client Custom Portfolios Program has a minimum annual Platform Fee of $100 per year. Fee-only: Financial Planning Services and Periodic Investment Consulting offered on flat fee or hourly fee basis; specific amounts not stated.
Lincoln Investment
2025 - Present (1 year)
W&S Brokerage Services
2022 - 2025 (3 years)
Western & Southern Life
2022 - 2025 (3 years)
Northwestern Mutual Wealth Management Company
2021 - 2021 (1 year)
Northwestern Mutual Life Insurance Company
2021 - 2021 (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2021 (1 year)
Fifth Third Bank
2017 - 2020 (3 years)
Applebees International INC
2016 - 2017 (1 year)
Kettering Health Network Grandview Hosptial
2015 - 2016 (1 year)
Student
2009 - 2020 (11 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
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 66
Greenville, OH
Edward Jones
CFP®, Series 66
Greenville, OH
Edward Jones
Series 63
Greenville, OH
Edward Jones
Series 66
Arcanum, OH
Fidelity
Braden Means is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he partners with individuals and families to build and implement personalized financial plans aimed at helping clients achieve their financial goals. Prior to his current position, Braden served as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Financial Center Manager at Fifth Third Bank from 2014 to 2018. His experience spans various aspects of financial planning and client relationship management. Braden's approach involves a diligent process to understand his clients' needs and priorities, enabling them to navigate pivotal life moments with care for their assets. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.
ChFC®, Series 63, Series 66
Greenville, OH
Creative Financial Designs, Inc.
Series 66
Sterling Heights, MI
TIAA-CREF
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")