Missionsquare Retirement
33yrs
Top 5% by experience at Missionsquare Retirement
18yrs
John Kirsch has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Hampden, Massachusetts. After nine years at Legend Advisory and a year at Equitable Advisors, John joined Lincoln Investment in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. Lincoln Investment reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Hampden, and one of 3 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
OfficeHampden, MA
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 66Uniform Combined State Law Examination
Career
- 2019 – nowLincoln InvestmentCurrent firm
- 2010 – 2019Legend Advisory, LLCPreviously
- Apr 2009 – Sep 2010Equitable Advisors, LLCPreviously
Contact John
Hampden, MAOffice · Get directions Firm main line(215) 887-8111Headquarters: Lincoln Investment · Fort Washington, PA Facebook pageLincoln InvestmentIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call Lincoln Investment at (215) 887-8111 and ask for John Kirsch. John works from the Hampden, MA office.
How long has John been a financial advisor?
John has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John 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 John 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.
Other advisors nearby
Fidelity Institutional Wealth Adviser
8yrs
8 years in the industry