Unclaimed Profile

Kevin Joseph O'leary

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania

SIE, Series 7, Series 24, Series 31, Series 65, Series 66Clean record15 years registeredLINCOLN INVESTMENT PLANNING, LLC

601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 4329123Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Joseph O'leary · FORT WASHINGTON, PA

Registration

CRD #4329123 · LINCOLN INVESTMENT PLANNING, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINCOLN INVESTMENT PLANNING, LLC

LINCOLN INVESTMENT

Aug 2022 – Jan 2025

Fort Washington, PA

ADVICE AND PLANNING SERVICES

Feb 2011 – Jul 2022

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 65

Series 66

Registration record

First registered · February 22, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINCOLN INVESTMENT PLANNING, LLC

CRD 519 · SEC 801-14059

AUM

$17.2B

Regulatory assets under management

Employees

1,297

203,427 client accounts

Services offered by LINCOLN INVESTMENT PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LINCOLN INVESTMENT PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Joseph O'leary offer?

Kevin Joseph O'leary specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Joseph O'leary's credentials?

Kevin Joseph O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Joseph O'leary located?

Kevin Joseph O'leary is based in FORT WASHINGTON, Pennsylvania, last registered with LINCOLN INVESTMENT PLANNING, LLC.

How does Kevin Joseph O'leary charge for services?

Kevin Joseph O'leary's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN INVESTMENT PLANNING, LLC?

LINCOLN INVESTMENT PLANNING, LLC has approximately 1297 employees and manages $17.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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