Theresa Lynn Krupka

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

• 10/2007 → 02/2021
  Valic Financial Advisors
  Pittsburgh, PA
• 02/2021 → Present
  Lincoln Investment
  Fort Washington, PA
• 02/2021 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2008-03-31 → 2021-02-24
  Valic Financial Advisors, Inc.
  Seven Fields, PA
  Addison, TX

Other Businesses

AIA FINANCIAL LLC DBA RED RIVER WEALTH ADVISORS POSITION: Partner/Financial Advisor NATURE: Financial Services Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 02/01/2021 ADDRESS: 6136 Frisco Square Blvd., Suite 400, Frisco TX 75034, United States DESCRIPTION: DBA for Lincoln business TLK FINANCIAL, LLC POSITION: Owner NATURE: Insurance (fixed life, disability, LTC, group, SPIAs, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/15/2023 ADDRESS: 5728 KATE AVE., PLANO TX 75024, United States DESCRIPTION: Insurance sales (fixed life, disability, LTC, group, SPIAs, etc.)

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-28
• S63 Uniform Securities Agent State Law Examination
  2008-01-05

Other Names

• Theresa Lynn Krupka