Hello, we’re
Lincoln Investment
With over 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial professionals nationwide, and we serve the diverse financial needs of over 315,000 clients representing over $51 billion in assets.
At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.
Diversity, Equity, & Inclusion at Lincoln Investment
Our mission is to foster an inclusive environment that allows everyone to bring their authentic selves to work, feel respected and valued, and have equal opportunities for growth and success. At Lincoln Investment, we firmly believe that DEI is an ongoing journey towards a more just and equitable work environment. We are committed to doing our part, both within our organization and beyond, to create a more diverse, equitable and inclusive future.
Leadership
Lincoln Investment’s success is a result of the dedication of our leadership team and our 400+ employees.
Careers
The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other. Our commitment to building positive morale has created a Lincoln Investment family of which we are proud!
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.
Get in Touch
It’s never too early to plan for your financial future. We can help you get started, move forward with your existing portfolio or answer any questions you may have.
