Ryan Benjamin Smith

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 11/2016 → 08/2020
  Soehnlen Veterinary Clinic
  Navarre, OH
• 08/2018 → 10/2021
  Fairless High School
  Navarre, OH
• 09/2021 → Present
  Consolidated Financial Corporation
  Farmington Hills, MI
• 06/2016 → 10/2016
  Midway Drive In
  Navarre, OH

Other Businesses

CONSOLIDATED FINANCIAL POSITION: Sales Assistant to Madison Hammel, Agent (life insurance sales) NATURE: Financial Services/Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2021 ADDRESS: 29905 Middlebelt Road, Farmington Hills MI 48334, United States DESCRIPTION: Sales assistant to Madison Hammel & life insurance sales. FAIRLESS SOCCER CLUB POSITION: U14 Boys Soccer Coach-Volunteer NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2024 ADDRESS: 11885 Navarre Rd SW, Navarre OH 44662, United States DESCRIPTION: Practice 3 times weekly in the late evening 5:30-7:30Games on Sundays.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03