Invested Better
Unclaimed

Unclaimed

Unclaimed

Theodore Gabriel Mihuta

Lincoln Investment

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Theodore? Claim Your Profile

About Theodore Gabriel Mihuta

Theodore Gabriel Mihuta is a financial advisor registered with Lincoln Investment. Theodore has been in the industry since 1978 and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans. Theodore is also a registered representative of Lincoln Investment. Previous employers include LEGEND EQUITIES CORPORATION, VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, AETNA LIFE INSURANCE AND ANNUITY COMPANY, EQUITY SERVICES, INC., GREAT LAKES SECURITIES INC., HOME LIFE EQUITY SALES CORP., and HOME LIFE INSURANCE COMPANY.

Firm Information

Theodore Mihuta is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Theodore Mihuta’s Registration & Firm History

OH

07/19/2017 - Present

Lincoln Investment (INDEPENDENCE OH)

OH

01/20/2015 - 01/03/2017

LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)

OH

01/03/2011 - 01/08/2015

VOYA FINANCIAL ADVISORS, INC. (LORAIN OH)

OH

10/15/1993 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (LORAIN OH)

CT

12/19/1989 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

NA

02/03/1987 - 09/16/1988

EQUITY SERVICES, INC.

NA

11/05/1984 - 11/25/1986

GREAT LAKES SECURITIES INC.

NA

07/20/1982 - 11/16/1984

HOME LIFE EQUITY SALES CORP.

NA

07/08/1977 - 11/16/1984

HOME LIFE INSURANCE COMPANY

Not sure if Theodore Gabriel Mihuta is right for you?

Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Gabriel Mihuta.
Not sure if Theodore Gabriel Mihuta is right for you?