Wallace Rutkowski
Investment adviser representative at Lincoln Investment
15 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
Are you Wallace Rutkowski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Lincoln InvestmentJan 2026 to now
- Walsh CollegeFeb 2025 to now
- Ameriprise Financial Services, LLCFeb 2024 to Jan 2025
- Maripau Wealth Management, LLCFeb 2022 to Jan 2024
- Rutkowski FinancialFeb 2021 to Jan 2024
- Rutkowski Law FirmFeb 2021 to Jan 2024
- ModernisticJul 2020 to Feb 2021
- HarmanAug 2019 to Sep 2020
- GknMar 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4903164
- Firm CRD
- 519