Lincoln Investment | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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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.
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