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
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 Lincoln Investment’s new president. Kathy has a reputation for building best-in-class leadership teams and is responsible for leading our organizational growth strategy. Her vision for Lincoln’s future is anchored in three core pillars: transformation, growth and a focus on culture. Read more here.
Lincoln Celebrates Teacher Appreciation Week, May 5-9
We thank our nation’s educators who shape the future of our communities and are honored to work with many educators who trust us to guide their financial futures. At Lincoln, we understand the unique challenges and opportunities teachers face when planning for retirement. Whether it's navigating pension options, social security or preparing for life after the classroom, our team is committed to offering personalized financial strategies designed to secure a bright future for educators. Read more 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/