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Lincoln Sherwood Maurer

Wells Fargo Investment Institute, Inc.

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About Lincoln Sherwood Maurer

Lincoln Sherwood Maurer is an Investment Advisor Representative registered in North Carolina. Lincoln Maurer is currently employed by Wells Fargo Investment Institute, Inc.. Lincoln Maurer has been in the industry since June 2019 and previously worked at Somic America, Inc., Liberty University, Wytheville Community College, Pensacola Christian College, Central Contracting, and Subway. Lincoln Maurer's firm, Wells Fargo Investment Institute, Inc., is based in Charlotte, North Carolina, and provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Lincoln Maurer is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lincoln Maurer’s Registration & Firm History

NC

12/01/2022 - Present

Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 12/01/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lincoln Sherwood Maurer.
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