Geneos Wealth Management
43yrs
Top advisor by experience in Lansdale
34yrs
Michael Klein is a financial advisor in Lansdale, Pennsylvania, with 34 years in the industry. Michael joined Lincoln Investment in 2011, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience nationwide
OfficeSuite 412c 100 W. Main St., Lansdale, PA 19446
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowLincoln InvestmentCurrent firm
Contact Michael
Suite 412c 100 W. Main St.Lansdale, PA 19446Office · Get directions Firm main line(215) 887-8111Headquarters: Lincoln Investment · Fort Washington, PA Facebook pageLincoln Investment
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Lincoln Investment at (215) 887-8111 and ask for Michael Klein. Michael works from the Lansdale, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 34 years. Top 10% by experience nationwide.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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