Keith Anthony Fredrickson

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

• 08/2014 → 06/2024
  Bank Of America, N.A.
  New York, NY
• 06/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 06/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2007-10-30 → 2024-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Other Businesses

GETCHA SOME PRODUCTIONS POSITION: Owner NATURE: Music Production Company INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2020 ADDRESS: 9265 Shore Road, Apt. 3H, Brooklyn NY 11209, United States DESCRIPTION: Record 1 hour podcast every Sunday Getcha Some Guitar Position: Owner, Founder, CEO Nature: Guitar Lesson Website Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 11/23/2025 Address: 104 N Broadway, Malta, NY 12020 (this is I suppose technically the business headquarters but this is online only) Malta, NY, NY 12020 Description: Generate guitar lesson content for sale through website. MASTERS OF THE UNIVERSE CLUB POSITION: Owner NATURE: Health, Self-help Related Podcast INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 9265 Shore Road, Apt. 3H, Brooklyn NY 11209, United States DESCRIPTION: Record 1 hour podcast every weekend Transcendent Prosperity Position: Owner, Founder Nature: Transcendent Prosperity is a financial-media company that consists of a blog, a podcast, and a YouTube channel. Investment Related: Yes Hours: 8 Securities Trading Hours: 4 Start Date: 12/15/2025 Address: 104 N Broadway, Malta, NY 12020 Malta, NY, New York 12020 Description: My duties in the business will consist of generating media ideas and producing all related content (writing blog posts, creating YouTube scripts, and developing podcast material, have guests on the show, inviting guests, preparing for the interviews, and conducting the interviews. A recurring segment focused on finance books where I will read the selected books and prepare discussions about them for the show.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-29

Other Names

• Keith Anthony Fredrickson
• Keith A Fredrickson