Osaic Wealth
43yrs
Top advisor by experience in Verona
1yr
Cullen Buck
Financial advisor at Lincoln Investment
Based in Verona, Wisconsin, Cullen Buck is a fiduciary financial advisor with 1 year of industry experience. Cullen has been with Lincoln Investment since 2025. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 57 advisors with offices in Verona, and one of 47 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office110 Enterprise Dr Suite 101, Verona, WI 53593
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
- Jun 2025 – nowLincoln InvestmentCurrent firm
Contact Cullen
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for Cullen. 110 Enterprise Dr Suite 101Verona, WI 53593Office · Get directions Facebook pageLincoln Investment
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Questions to ask Cullen
Tailored to Cullen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Cullen
How do I contact Cullen?
Call Lincoln Investment at (215) 887-8111 and ask for Cullen Buck. Cullen works from the Verona, WI office.
How long has Cullen been a financial advisor?
Cullen has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Cullen hold?
Series 66. Tap any license on this page to see what it allows.
Is Cullen a fiduciary?
Cullen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cullen 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 Cullen 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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