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Jose Luis Madrigal

Lincoln Investment

Crystal Lake, IL

Lombard, IL

East Chicago, IN

CRD 3178996

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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:

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-01-05
IL RA APPROVED 2013-02-28
  • IN RA
    APPROVED
    Since 2021-01-05
  • IL RA
    APPROVED
    Since 2013-02-28

Branch Locations

Crystal Lake, IL • United States

Suite 150 500 Waters Edge, Lombard, IL 60148 • United States

East Chicago, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Lombard IL 02/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-24
S63 Uniform Securities Agent State Law Examination 1999-04-26
  • S65 Uniform Investment Adviser Law Examination
    2010-05-24
  • S63 Uniform Securities Agent State Law Examination
    1999-04-26
Other Names
  • Lou Madrigal

View on SEC IAPD

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