Lincoln Investment

Overview

Lincoln Investment is a full-service broker-dealer and registered investment adviser founded in 1968. The company specializes in investment, wealth, and retirement planning services, with a strong focus on the 403(b) market for public education organizations. With over 55 years of experience, it employs around 400 staff and supports more than 1,000 financial professionals across 39 states, managing approximately $46 billion to $51 billion in assets under administration.

The firm offers a range of services, including retirement planning and record-keeping for various plans, investment and wealth management, and planning support for tax-efficient strategies. Lincoln Investment empowers its financial professionals to provide tailored investment strategies and insurance products without proprietary mutual funds or annuities. The company emphasizes core values such as honesty, integrity, and diversity, and is committed to supporting financial professionals with the tools and flexibility needed for success.

Basic Information

Contact Details

• Phone: +1 800-242-1421
• Website: lincolninvestment.com
• LinkedIn: linkedin.com/company/lincoln-investment-planning

Key Focus Areas & Initiatives

• retirement plans
• tools
• technology
• feebased business
• customized marketing
• client-focused
• retirement plan solutions
• technology modernization
• comprehensive investment
• financial security
• b2c
• risk assessment
• client relationship management
• diversity in financial services
• other financial investment activities
• financial services
• investment advisory
• client-centric
• inclusive culture
• wealth building
• client engagement tools
• growth and expansion
• services
• client acquisition
• professional network
• investment advice
• regulatory compliance
• financial professional network
• investment strategies
• financial wellness
• long-term client focus
• insurance and annuities
• financial technology
• client-focused financial planning
• financial wellness programs
• regulatory adherence
• financial advice
• growth strategies
• insurance products
• investment management
• long-term financial planning
• financial literacy support
• digital platform modernization
• financial planning
• financial advisory services
• fiduciary duty
• diversity and inclusion
• insurance solutions
• fiduciary responsibility
• client support
• personalized financial advice
• long-term relationships
• inclusive workplace culture
• retirement savings plans
• asset growth strategies
• client assets
• wealth management
• financial professionals
• professional development in finance
• wealth accumulation strategies
• insurance
• diversity and inclusion initiatives
• financial advisor
• financial guidance
• client base
• family-owned business
• broker-dealer
• technology platforms
• independent broker-dealer
• wealth management services
• personalized advice
• banking solutions
• portfolio management
• retirement planning
• family-owned
• asset management
• financial security solutions
• client-centric approach
• inclusive financial services
• personalized service
• wealth accumulation
• digital transformation
• technology-driven solutions
• asset growth
• client relationships
• estate planning
• 403(b) plans
• 457(b) plans
• diversified portfolios
• employer-sponsored retirement
• client relationship
• tax-deferred accounts
• pre-tax contributions
• employee education
• investment options
• mutual funds
• individual securities
• annuity products
• long-term care insurance
• record keeping
• financial goals
• retirement solutions
• financial documents
• financial literacy
• cybersecurity awareness
• economic uncertainty
• tax strategies
• education planning
• non-profit retirement plans
• plan implementation
• employee enrollment
• investment monitoring
• service support
• financial compliance
• financial independence
• financial success
• finance
• capital markets
• finance technology
• information technology & services
• law practice
• legal services

Technologies Used

• .GIS
• .NET
• ADP Workforce Now
• Barracuda Networks
• Connect
• FIS
• Gem
• Google AdWords Conversion
• Google Tag Manager
• ISO+™
• Microsoft Excel
• Microsoft Office 365
• Microsoft PowerPoint
• Microsoft-IIS
• Mobile Friendly
• NetApp MetroCluster
• Outlook
• Remote
• Salesforce
• Salesforce CRM Analytics
• Slack
• Vimeo
• reCAPTCHA

Affiliated Organizations & Regional Branches

• LEGEND GROUP LIMITED