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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-07-27
  • MI RA
    APPROVED
    Since 2026-07-27

Branch Locations

2552 Us Hwy 41 W Ste. 400, Marquette, MI 49855 • United States

Crystal Lake, IL • 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
OrganizationCityStateFromTo
Valic Financial Advisors Auburn Hills MI 07/2015 07/2026
Agia Houston TX 12/2022 07/2026
Lincoln Investment Fort Washington PA 07/2026 Present
  • 07/2015 → 07/2026
    Valic Financial Advisors
    Auburn Hills, MI
  • 12/2022 → 07/2026
    Agia
    Houston, TX
  • 07/2026 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

Storm Property Management LLC Position: Partner, Managing Member, Member, Owner Nature: Commercial Rental Property Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 4/2/2026 Address: 2572 US Hwy 41 W Suite C Marquette, MI 49855 Description: Collect rent and pay utilities/bills C&K Property Management, LLC Position: Partner, Managing Member, Owner, Member Nature: Residential Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 10/1/2019 Address: 150 Plateaux Dr.  Negaunee, MI 49866 Description: Collect rent and pay bills Storm Wealth Strategies, LLC Position: Co-Owner, Managing Member, Member Nature: Tax/Accounting Purposes Investment Related: No Hours: 16 Securities Trading Hours: 16 Start Date: 7/24/2026 Address: 2552 US Hwy 41 W Suite 400 Marquette, MI 49855 Description: DBA for Lincoln business. Journaling Lincoln commissions for tax/accounting purposes.  CKJ Properties, LLC Position: Partner, Managing Member, Member, Owner Nature: Residential Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 5/1/2021 Address: 713 Baldwin Ave Negaunee, MI 49966 Description: Collect rent and pay bills. Selling this business by the end of this year. Holds a duplex. 

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-15
S63 Uniform Securities Agent State Law Examination 2015-09-16
  • S65 Uniform Investment Adviser Law Examination
    2015-12-15
  • S63 Uniform Securities Agent State Law Examination
    2015-09-16
Other Names
  • Craig Storm

View on SEC IAPD

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