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Karen A Oneill

LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, Pennsylvania
SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOClean recordLINCOLN INVESTMENT PLANNING, INC.
FORST PAVILION, WYNCOTE, PA 19095-1595CRD# 1756874Firm CRD# 519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen A Oneill · WYNCOTE, PA
Registration
CRD #1756874 · LINCOLN INVESTMENT PLANNING, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 65
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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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04

Frequently Asked Questions

What services does Karen A Oneill offer?
Karen A Oneill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYNCOTE, Pennsylvania for a consultation.
What are Karen A Oneill's credentials?
Karen A Oneill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen A Oneill located?
Karen A Oneill 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 Karen A Oneill charge for services?
Karen A Oneill'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

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CFP

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