Primerica Advisors
44yrs
Top advisor by experience in Aurora
28yrs
Sufia Setjoadi
Financial advisor at Lincoln Investment
Sufia Setjoadi has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Aurora, Colorado. After a year at MM Ascend Life Investor Services and less than a year at J. W. Cole Advisors, Sufia joined Lincoln Investment in 2010, 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.
One of 192 advisors with offices in Aurora, and one of 172 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 12% by experience in Aurora
OfficeAurora, CO
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.
Career
- 2010 – nowLincoln InvestmentCurrent firm
- Sep 2009 – Aug 2010MM Ascend Life Investor Services, LLCPreviously
- Jun 2009 – Jul 2009J. W. Cole Advisors, Inc.Previously
- Feb 2009 – Jun 2009Investment Advisors International, Inc.Previously
Contact Sufia
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for Sufia. Aurora, COOffice · Get directions Facebook pageLincoln InvestmentIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sufia
Tailored to Sufia’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sufia
How do I contact Sufia?
Call Lincoln Investment at (215) 887-8111 and ask for Sufia Setjoadi. Sufia works from the Aurora, CO office.
How long has Sufia been a financial advisor?
Sufia has been in the industry since 1999, about 28 years. Top 12% by experience in Aurora.
What licenses does Sufia hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sufia a fiduciary?
Sufia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sufia 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 Sufia 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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