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Harry Samuel Forst

LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record15 years registeredLINCOLN INVESTMENT PLANNING, INC.
FORST PAVILION, WYNCOTE, PA 19095-1595CRD# 1197596Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harry Samuel Forst · WYNCOTE, PA
Registration
CRD #1197596 · LINCOLN INVESTMENT PLANNING, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL ANALYSTS
Jan 2015 – present
LINCOLN INVESTMENT
Apr 2011 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 4, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

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

04

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 →
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05

Frequently Asked Questions

What services does Harry Samuel Forst offer?
Harry Samuel Forst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYNCOTE, Pennsylvania for a consultation.
What are Harry Samuel Forst's credentials?
Harry Samuel Forst holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Harry Samuel Forst located?
Harry Samuel Forst is based in WYNCOTE, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, INC.. Their office serves clients in the WYNCOTE metropolitan area and surrounding communities.
How does Harry Samuel Forst charge for services?
Harry Samuel Forst'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, INC.?
LINCOLN INVESTMENT PLANNING, INC. 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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Other Advisors at LINCOLN INVESTMENT PLANNING, INC.

Thomas Forst
WYNCOTE, PA
Maureen Ann Mattson
FORT WASHINGTON, PA
Debra Ann Patterson
FORT WASHINGTON, PA
Diane Mulherrin Mccarthy
FORT WASHINGTON, PA
Anthony Charles Bueti
FORT WASHINGTON, PA
Christopher Thomas Kelm
FORT WASHINGTON, PA

More Advisors in WYNCOTE, Pennsylvania

Mariellen Forst-Paulus
CAPITAL ANALYSTS, LLC·WYNCOTE, PA
Karen A Oneill
LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, PA
Edward Samuel Forst
LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, PA

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