Eric Anthony Giosa

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:

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01

MI RA
APPROVED

Since 2025-01-01

Branch Locations

29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01

MI RA
APPROVED

Since 2025-01-01

Branch Locations

28411 Northwestern Hwy. Suite 950, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment Planning Llc	Wyncote	PA	01/2016	Present
Consolidated Financial	Southfield	MI	01/2016	Present

01/2016 → Present

Lincoln Investment Planning Llc

Wyncote, PA
01/2016 → Present

Consolidated Financial

Southfield, MI

Previous Registrations

2015-06-17 → 2015-10-30

Transamerica Financial Advisors, Llc

Bingham Farms, MI

Bingham Farms, MI

Austin, TX

Bingham Farms, MI

Richmond, VA

Northville, MI

Other Businesses

EAG Wealth Management LLC; Investment related; 22342 Lujon Drive, Northville, MI 48167; Fixed Insurance & Annuity; Owner; 01/2015; 30; 2; Fixed Insurance and Annuity Sales. Consolidated Financial Corp; Investment related; 28411 Northwestern Highway, St.950, Southfield, MI 48034; Financial Services; insurance agent; 01/2016; 100; 5; life insurance and annuity solicitation. Investment Property; investment related; 24508 Bashian Drive, Novi, MI 48375; Rental Property; Owner; 10/2013; 2; 0; Landlord. Detroit Catholic Central High School; No; 27225 Wixom Road, Novi, MI, 48374; High School; Ice Hockey Coach, 11/2015; 20; 0; Coach High School Student Athletes. Blue Cross Blue Shield Michigan; Yes; 20500 Civic Center Drive, Southfield, MI 48076; Health Insurance, Agent; 10/2015; 5; 0; Offer health care plans to individuals/groups. Humana; Yes; P.O. Box 14601, Lexington, KY 40512; Health Insurance; Agent; 10/2015; 5; 0; Offer health care plans to individuals/groups. PENN MUTUAL POSITION: Appointed as an Agent with Penn Mutual, Great Lakes Region NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 07/21/2016 ADDRESS: 8501 W. Higgins Rd. Suite 410, Chicago IL 60631 DESCRIPTION: Focus on Penn Mutual's guaranteed whole life, Indexed Universal Life, and Survivorship Indexed Universal Life products to clients whose life goals and needs are a good fit for applicable product offerings.