Michael John Pesendorfer

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

• 05/1996 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Royal Oak, MI

Previous Registrations

• 2011-06-07 → 2019-10-04
  Legend Advisory, Llc
  Berkley, MI
  Palm Beach Gardens, FL
  Royal Oak, MI

Other Businesses

PEZ PROPERTIES LLC POSITION: Owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2021 ADDRESS: 990 N Main st., Royal Oak MI 48067, United States DESCRIPTION: none B&P FINANCIAL SERVICES INC. DBA M3 INVESTMENT SERVICES POSITION: Agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1995 ADDRESS: 990 N. Main St, Royal Oak MI 48067, United States DESCRIPTION: Helping to provide Clients with life insurance coverage where appropriate

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-01
• S63 Uniform Securities Agent State Law Examination
  1992-05-08