Celebrating over 55 years of helping people realize their financial goals
We empower our financial professionals to offer investors and employers quality investment, insurance and retirement products, with the service and support you need to help achieve your long-term financial goals.
What's New
Celebrate 529 Day
Looking for a meaningful way to commemorate National 529 Savings Day, celebrated on May 29 each year? Open a 529-education savings plan or make a cash contribution into an existing account. It’s a great investment in a child’s future. The cost of a college education has increased significantly over the years, while the amount of financial aid has decreased. Having money set aside for college may help the child graduate without the burden of a lot of student debt. Contact your Lincoln Investment financial professional here.
Participating in a 529 plan involves investment risk. Participants may want to consider the benefits of a home state plan. More information, including important disclosures, can be found here.
Navigating Market Volatility: Active vs. Passive Investing
Lincoln Investment’s Dylan Devine, CFA® outlines the key differences between passive and active investing and shares how active management can play a critical role in navigating market turbulence and managing downside risk. Read more here.
Lincoln Investment Announces Kathy Leckey as its New President
We're proud to announce our Chief Operating Officer Kathy Leckey has been named the new president of Lincoln Investment. Starting her career at Lincoln after high school in 1993, she returned to the company in 2020 as chief of staff to President and CEO Ed Forst and was promoted to chief operating officer in 2022. Kathy has a reputation for building best-in-class leadership teams and is responsible for leading our organizational growth strategy. Her vision for the company's future is anchored in three pillars: transformation, growth and a focus on culture. We congratulate Kathy on this exciting milestone. Read the full press release here.
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Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2024:*
#13 for total revenue
#6 for women as a percentage of producing reps
#8 for fee-based mix
*Issued August 15, 2024, the annual IBD Elite ranking of the largest independent broker-dealers in wealth management conducted by Financial Planning contains data on 41 firms and their 2023 revenue, as reported by the firms themselves. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list. Source: http://www.financial-planning.com/