AdvisorOS Directory
Claim Profile
Unclaimed Profile
SL

Sonya Sue Lincolnhol

RETIREFUL LLC·LANSING, Michigan
SIE, Series 7TO, Series 66Clean record7 years registeredRETIREFUL LLC
120 N, WASHINGTON SUITE 300, LANSING, MI 48933CRD# 7080414Firm CRD# 313126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sonya Sue Lincolnhol · LANSING, MI
Registration
CRD #7080414 · RETIREFUL LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

RETIREFUL LLC
Feb 2023 – present
REGAL INVESTMENT ADVISORS LLC
Jun 2019 – Feb 2023
KENTWOOD, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · June 26, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREFUL LLC
CRD 313126 · SEC 801-122216
AUM
$245M
Regulatory assets under management
Employees
3
6 client accounts
Services offered by RETIREFUL LLC
Per Form ADV
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at RETIREFUL LLC →
Introduction

Speak with Sonya

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sonya is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LANSING?

Browse all registered financial advisors in LANSING, Michigan or claim this profile if it's yours.

Browse LANSING AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Sonya Sue Lincolnhol offer?
Sonya Sue Lincolnhol specializes in Investment Management. Contact their office in LANSING, Michigan for a consultation.
What are Sonya Sue Lincolnhol's credentials?
Sonya Sue Lincolnhol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sonya Sue Lincolnhol located?
Sonya Sue Lincolnhol is based in LANSING, Michigan, working with RETIREFUL LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does Sonya Sue Lincolnhol charge for services?
Sonya Sue Lincolnhol's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees, licensing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREFUL LLC?
RETIREFUL LLC has approximately 3 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RETIREFUL LLC

Daniel Harris Mohr
LANSING, MI
ChFC

More Advisors in LANSING, Michigan

Frederick John Schaard
REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, MI
CFP
Michael Thomas Piszczek
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Reuben David Levinsohn
WASHINGTON AVENUE ADVISORS, LLC·LANSING, MI
Devkumar Dilip Ganguly
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
David Witt Shotwell
SHOTWELL RUTTER BAER INC·LANSING, MI
CFP
Jeffrey Alan Rutter
SHOTWELL RUTTER BAER INC·LANSING, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile