Truman Wendell Faeh

Employer firm

Lincoln Capital, LLC CRD 168307

$845M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2014 → 12/2017
  Trinity Financial
  Omaha, NE
• 04/2014 → 12/2017
  Client One Securities, Llc
  Omaha, NE
• 01/2018 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2018 → Present
  Lincoln Capital, Llc.
  Lincoln, NE

Previous Registrations

• 2014-05-14 → 2017-12-31
  Creativeone Securities, Llc
  Omaha, NE
  Overland Park, KS
  Lincoln, NE

Other Businesses

1. TWO PILLARS CHURCH, NON-PROFIT, START DATE: 06/01/16, 1430 SOUTH STREET, LINCOLN, NE 68502, NON PROFIT, DIRECTOR BENEVOLENCE, FACILITATE BENEVOLENCE REQUESTS, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. LINCOLN CAPITAL LIFE, LLC., START DATE: 04/01/18, 8055 O ST, STE. 125, LINCOLN, NE 68510, LLC, INSURANCE AGENCY, AGENT, DISCUSS INSURANCE NEEDS WITH CLIENTS AND PROSPECTS, HE WILL ALSO IMPLEMENT INSURANCE APPLICATIONS, NOT INVESTMENT RELATED, 40 HOURS PER MONTH, 2 HOURS PER DAY DURING TRADING HOURS. 3. LINCOLN CAPITAL, LLC, START DATE: 12/01/17, 8055 O STREET SUITE 125, LINCOLN, NE 68510, RIA/MARKETING ASSOCIATE, 160 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 4. UNIFIED EMPLOYEE BENEFITS, STATE DATE: 02/01/2019, 1640 S. 70TH STREET, STE. 200, LINCOLN, NE 68506, SUPPLEMENTAL INSURANCE, REFERRAL SOURCE, SALES REFERRALS ONLY, NOT SELLING FOR THE COMPANY BUT WILL REFER CLIENTS/PROSPECTS TO UEB, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-13

Other Names

• Truman Faeh