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Travis John Bettfreund

Lincoln Investment

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About Travis John Bettfreund

Travis Bettfreund is a financial advisor with over 6 years of experience in the industry. Travis is currently registered with Lincoln Investment and K2 Financial Inc. as a registered representative (RR). Travis has a Series 7, Series 66 and SIE license. Travis is also an Investment Advisor Representative (IAR) for K2 Financial Inc.. Travis has worked with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Travis provides a wide range of services including financial planning, portfolio management, and selection of other advisors.

Firm Information

Travis Bettfreund 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Travis Bettfreund’s Registration & Firm History

FL

11/15/2023 - Present

Lincoln Investment (PALM BEACH GARDENS FL)

CA

04/28/2017 - 12/13/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)

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Licenses & Designations

BOTH

Issued 07/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis John Bettfreund.
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