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
Women Projected to Control More than $30 Trillion in Assets by 2030
This shift represents a powerful opportunity — for investors and financial professionals alike. At Lincoln Investment, we’re proud to rank #3 for the number of women financial professionals, according to Financial Plannings’ IBD Elite 2025.* Many women prefer working with women financial professionals — and we’re ready to meet that need. Want to explore your future with us?
*Issue August 13, 2025, Financial Plannings’ IBD Elite, Source: IBD Elite 2025: IBD Elite 2025: The 15 largest independent brokerages | Financial Planning. The annual IBD Elite ranking conducted by Financial Planning contains data on 38 firms and their 2024 revenue as reported by the firms themselves. 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.
Lincoln Investment Promotes Two Leaders on the Investment Management & Research (IM&R) Team
We’re excited to share that Shashi Mehrotra was appointed to Senior Vice President & Chief Investment Officer, and Chris Surrichio was named to Vice President & Deputy Chief Investment Officer on Lincoln Investment’s IM&R Team. These promotions recognize their outstanding leadership, deep expertise and ongoing commitment to delivering value to our clients and we’re proud to celebrate their achievements.
Lincoln Investment Announces New Chief Information and Technology Officer and Chief Business Development Officer
We’re pleased to announce two additions to our executive leadership team! As Chief Information and Technology Officer, Jason Estes is responsible for leading the firm’s technology strategy, overseeing digital transformation initiatives and modernizing IT platforms to support the continued growth of Lincoln’s financial professional network and client base. In his role as Chief Business Development Officer, Dan Alexander is responsible for driving the firm’s revenue growth, developing and executing strategic plans to compete in the marketplace and increasing Lincoln’s financial professional network with continued branch growth and effective retention strategies. Read the press release here.
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Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2025:*
#14 for total revenue
#3 for women as a percentage of producing reps
#9 for fee-based mix
*Issued August 13, 2025, the annual IBD Elite ranking conducted by Financial Planning contains data on 38 firms and their 2024 revenue, as reported by the firms themselves. 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, but may pay for advertising rights. Source: http://www.financial-planning.com/