Gretchen Michelle Rehm

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 02/2021
  Horace Mann Investors
  Eagle Lake, MN
• 02/2021 → Present
  Lincoln Investment
  Fort Washington, PA
• 02/2021 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2017-01-24 → 2021-02-22
  Horace Mann Investors, Inc.
  Plymouth, MN
  North Mankato, MN
  Mankato, MN
  Shakopee, MN
  Shakopee, MN

Other Businesses

ZIMBA CORPORATION POSITION: Owner NATURE: Holding company for property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 243 Maple Ridge Drive, Henderson MN 56044, United States DESCRIPTION: Owner of corporation where we hold the property we do business in ISD #2397 POSITION: School Board Member - no check writing privileges or access to any funds NATURE: School Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 901 Ferry Street, Le Sueur MN 56058, United States DESCRIPTION: Help supervise superintendent and make policies for school district EDUCARE POSITION: Board Member, no money or check writing privileges NATURE: Non-profit, helps funds in schools INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: Educare Foundation PO Box 241, Mankato MN 56002, United States DESCRIPTION: Help decide grants and how they get to go to schools REHM INSURANCE POSITION: Agent NATURE: Property/Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2021 ADDRESS: 150 St. Andrews Court, Suite #510, Mankato MN 56001, United States DESCRIPTION: Writing new policies ZIMBA PROPERTIES POSITION: Landlord NATURE: commercial renting INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2024 ADDRESS: 150 St. Andrews Ct Ste 120, Mankato MN 56001, United States DESCRIPTION: Will be landlord for office rental, check on office once per month. We will be adding tenants to our old commercial office space for rental.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-01
• S63 Uniform Securities Agent State Law Examination
  2004-03-27

Other Names

• Gretchen Michelle Kaus
• Gretchen Michelle Kaus