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Advisors / Michigan / Farmington Hills
4yrs

Ryan Smith

Financial advisor at Lincoln Investment

Ryan Smith is a fiduciary financial advisor in Farmington Hills, Michigan, with 4 years in the industry. Ryan joined Lincoln Investment in 2023, 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 434 advisors with offices in Farmington Hills, and one of 404 fiduciaries.

Farmington Hills, MI 48334Fiduciary advisor

At a glance

Experience4 years (since 2023)
How that compares ?4 years in the industry
Office29905 Middlebelt Rd, Farmington Hills, MI 48334
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

  1. 2023 – now
    Lincoln InvestmentCurrent firm

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Lincoln Investment at (215) 887-8111 and ask for Ryan Smith. Ryan works from the Farmington Hills, MI office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2023, about 4 years. 4 years in the industry.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan 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 Ryan 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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