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What's New


Latest Press Release


President and Chief Operating Officer Kathy Leckey joins Financial Services Institute 2026 Board of Directors. Read our press release.

Find Out Why Your Peers Choose Lincoln


Freedom to run your business your way; access to leadership; white glove onboarding and practice support. Learn more and take the next step.

IM&R Themes Shaping 2026


Chief Investment Officer Shashi Mehrotra shares the major themes expected to influence the U.S. markets in the first half of 2026 in this insightful resource. Learn more.

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IBD Elite 2025

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/