LINCOLN INVESTMENT PLANNING, LLC

LINCOLN INVESTMENT
FORT WASHINGTON, Pennsylvania·25 registered advisors·CRD# 519
SEC# 801-14059325215-887-8111
01

Firm Overview

AUM
$17.2B
Regulatory assets under management
Employees
1297
Total firm employees
Advisors
25
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LINCOLN INVESTMENT PLANNING, LLC

25 registered advisors
Anthony Charles Bueti
FORT WASHINGTON, Pennsylvania
Christopher Thomas Kelm
FORT WASHINGTON, Pennsylvania
Debra Ann Patterson
FORT WASHINGTON, Pennsylvania
Diane Mulherrin Mccarthy
FORT WASHINGTON, Pennsylvania
Edward Samuel Forst
WYNCOTE, Pennsylvania
Edward Samuel Jr Forst
FORT WASHINGTON, Pennsylvania
Harry Samuel Forst
WYNCOTE, Pennsylvania
John Dennis Schu
FORT WASHINGTON, Pennsylvania
Karen A Oneill
WYNCOTE, Pennsylvania
Karen Dougherty Bura
FORT WASHINGTON, Pennsylvania
Kathleen Kinslow Leckey
FORT WASHINGTON, Pennsylvania
Kevin Joseph O'leary
FORT WASHINGTON, Pennsylvania
Maureen Ann Mattson
FORT WASHINGTON, Pennsylvania
Neil D Wernick
WYNCOTE, Pennsylvania
Norman Mark Marr
FORT WASHINGTON, Pennsylvania
Paul Steven Mendelson
FORT WASHINGTON, Pennsylvania
Rosemarie Forst
WYNCOTE, Pennsylvania
Shashi Mehrotra
FORT WASHINGTON, Pennsylvania
Stephen Joseph Quickel
FORT WASHINGTON, Pennsylvania
Stephen Thomas Mayhew
FORT WASHINGTON, Pennsylvania
Steven Neil Flax
FORT WASHINGTON, Pennsylvania
Susan Mary Oberlies
FORT WASHINGTON, Pennsylvania
Thomas Forst
WYNCOTE, Pennsylvania
Thomas Gerard Murphy
FORT WASHINGTON, Pennsylvania
Vellore Gururaja Rao
FORT WASHINGTON, Pennsylvania
05

Office Locations

FORT WASHINGTON, Pennsylvania
19 advisors
WYNCOTE, Pennsylvania
6 advisors

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Data sourced from SEC Form ADV filings. LINCOLN INVESTMENT PLANNING, LLC (CRD# 519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.