Sonya S. Lincolnhol

RETIREFUL LLC

GRAND RAPIDS, MI

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CRD#: 7080414

Professional summary

Sonya Sue Lincolnhol, who also goes by Sonya Blinn, Sonya Sachtleben, is a registered financial advisor currently at RETIREFUL LLC located in Grand Rapids, Michigan.

Sonya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sonya has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sonya Blinn | Sonya Sachtleben

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonya Sue Lincolnhol's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 23, 2023 - Present

RETIREFUL LLC

RIA

CRD#: 313126

GRAND RAPIDS, MI

Past

June 26, 2019 - February 24, 2023

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

KENTWOOD, MI

Past

March 13, 2019 - February 24, 2023

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

KENTWOOD, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREFUL LLC

MOHR CAPITAL MANAGEMENT | RETIREFUL LLC

CRD#: 313126 / SEC#: 801-122216

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Michigan

Registered Investment Advisory firm - (8/5/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/29/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/13/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/7/2019

Securities Industry Essentials Examination

Current Firm

RETIREFUL LLC

MOHR CAPITAL MANAGEMENT | RETIREFUL LLC

CRD#: 313126 / SEC#: 801-122216

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Michigan

Registered Investment Advisory firm - (8/5/2021 Terminated)

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Contact information

Main Address

Haslett, MI

Mailing Address

Phone number

(866) 464-6608

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

RETIREFUL FORM ADV PART 2A BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 186,693,760

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sonya S. Lincolnhol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonya Sue Lincolnhol's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREFUL LLC

REGAL INVESTMENT ADVISORS LLC

REGULUS FINANCIAL GROUP, LLC

Primary Firm SEC Registration

RETIREFUL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2019

Series 7TO

Date: 3/13/2019

SIE

Date: 3/7/2019

Current Firm

RETIREFUL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREFUL LLC

TRUST BUT VERIFY

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