Unclaimed Profile

Thomas Forst

LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, Pennsylvania

SIE, Series 1, Series 7, Series 24, Series 27, Series 63, Series 6515 years registeredLINCOLN INVESTMENT PLANNING, INC.

FORST PAVILION, WYNCOTE, PA 19095-1595CRD# 841057Firm CRD# 519

Profile Verification

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

Identity

Thomas Forst · WYNCOTE, PA

Registration

CRD #841057 · LINCOLN INVESTMENT PLANNING, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINCOLN INVESTMENT PLANNING, INC.

CAPITAL ANALYSTS

Dec 2013 – Dec 2019

FORT WASHINGTON, PA

LINCOLN INVESTMENT

Apr 2011 – Dec 2019

WYNCOTE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · April 5, 2011

Years registered · 15

Disclosure History

1993Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Thomas Forst offer?

Thomas Forst specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Forst's credentials?

Thomas Forst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Forst located?

Thomas Forst is based in WYNCOTE, Pennsylvania, last registered with LINCOLN INVESTMENT PLANNING, INC..

How does Thomas Forst charge for services?

Thomas 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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