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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
Economic and Financial Market Review Q3 2025
After much debate, the Federal Reserve voted to approve a 1/4 percentage point decrease in the primary credit rate from 4.25% to 4%, effective September 18, 2025. A key consideration was uncertainty in the labor market. These concerns were deemed a higher priority than worries over inflationary pressures within the economy. Catch up on the latest economic review for Q3 from Chief Investment Officer Shashi Mehrotra & Deputy Chief Investment Officer Chris Surrichio here.
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.
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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/