Broker Check

Custer Plumb Financial Services Corporate Profile

The Custer Plumb Financial Services Team of Professionals has more than 100 years combined experience in financial planning and investing.

Our clients include:

  • Individuals
  • Multi-Generational Families
  • Entrepreneurs
  • Small, Medium and Large Sized Businesses
  • Non-profit Organizations
  • Private Foundations
  • Local and Statewide Charitable Endowments
  • Retirement Plans
  • Family Trusts

Custer Plumb Financial Services has roughly $370,000,000 in client invested assets and our clientele is comprised of the following:

206 clients have accounts of at least $300,000 to as much as $9 million.

These client portfolios total almost $211 million.

A significant portion of these portfolios has socially responsible concerns. These portfolios range in size from $50,000 to $9 million. The screening criteria and the percentage of assets subject to such screening can be adjusted to meet clients’ requests.

Our firm helps clients to use stocks, bonds and alternative investments in a coherent, risk-conscious strategy.

Additionally, more than 1,100 clients use our firm for retirement assets. These additional assets total more than $132 million.

The duration of our client relationships range from two months to 47 years.

Lincoln Financial Advisors (LFA) is the broker-dealer for the registered representatives of Custer Plumb Financial Services. LFA is a member of the Lincoln Financial Group (LFG) consisting of Lincoln National Corporation and affiliates, with the oldest affiliate more than 100 years old. The breadth of LFG’s operation offers Custer Plumb Financial Services a significant advantage by providing the company with advanced technological tools as well as administrative and regulatory services essential towards success within the industry. Custer Plumb Financial Services representatives are able to maintain this strong relationship while still remaining both small and autonomous in size and stature so that we can continue to provide our clients with personalized service and individualized attention.