Ken Gula Jr., AAMS®, CWS®

Experience

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  Capital Builders Real Estate

  Mar 2012 - Aug 2012

  Private Funds Consultant
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  Lincoln Investment Planning

  Mar 2013 - Aug 2013

  Operations Specialist
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  Lincoln Investment

  Jun 2014 - Feb 2016

  Financial Advisor

  I understand the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, I can provide: -Lifetime Needs AnalysisI develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility. -Personalized Strategies and Solutions Designed to Help Achieve Your Financial GoalsI take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help. -Objective Investment and Risk Management AdviceThis client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.About Lincoln Investment:As a full-service broker-dealer and as a registered investment advisor, the Lincoln Investment Companies work through over 800 independent financial advisors located in 250 branch offices. Our advisors serve the diverse and changing financial needs of more than 235,000 individual investors, representing over $24.7 billion in assets. Lincoln Investment is a Member of FINRA/SIPC*There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss. Show less

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  LPL Financial

  Feb 2016 - now

  I help Financial Advisors capture additional assets while creating efficiencies in their practice. Focusing on LPL's fee-based platforms, I help maximize profitability by providing dedicated sales support including advisory education, case consultations and business reviews.

  • Vice President, Regional Wealth Consultant - Southeast

    Jan 2021 - now

  • AVP, Regional Advisory Consultant

    Jun 2018 - Jan 2021

  • Sr. Internal Advisory Consultant - Upper Midwest

    Dec 2017 - Jun 2018

  • Internal Advisory Consultant - Central

    Dec 2016 - Jun 2018

  • Internal Consulting Associate

    Feb 2016 - Feb 2017