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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2025-05-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1880 E Main St, Duncan, SC 29334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield | IL | 01/2003 | 05/2025 |
| Horace Mann Insurance | Springfield | IL | 09/2010 | 05/2025 |
| Lincoln Investment | Fort Washington | PA | 05/2025 | Present |
DREAMS COME TRUE LLC POSITION: Managing Member, Co-Owner NATURE: Real Estate - Office Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2006 ADDRESS: 1880/1884 E Main Street, Duncan SC 29334, United States DESCRIPTION: Manage property MCDOWELL INSURANCE & FINANCIAL SERVICES, INC. POSITION: President NATURE: Insurance & Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 120 Bentwater Trail, Simpsonville SC 29680, United States DESCRIPTION: Insurance sales. DBA for Lincoln business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-04 |
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