Stefan M Biddinger

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

• 06/2017 → 12/2020
  Fifth Third Bank
  Springfield, OH
• 09/2016 → 06/2017
  Applebees International Inc
  Xenia, OH
• 09/2015 → 09/2016
  Kettering Health Network Grandview Hosptial
  Dayton, OH
• 08/2009 → 05/2020
  Student
  Na, OH
• 01/2021 → 11/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2021 → 11/2021
  Northwestern Mutual Investment Services Llc
  Beavercreek, OH
• 10/2021 → 11/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2022 → 04/2025
  W&S Brokerage Services
  Cincinnati, OH
• 01/2022 → 04/2025
  Western & Southern Life
  Miamsburg, OH
• 04/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2024-01-02 → 2025-04-28
  W&S Brokerage Services, Inc.
  Miamisburg, OH

Other Businesses

XENIA NAZARENE POSITION: Ley Pastor NATURE: Pastoral Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 1204 W. 2nd Street, Xenia OH 45385, United States DESCRIPTION: Preaching and other pastoral duties for the church branch campus MIDWEST EMPLOYEE BENEFITS GROUP POSITION: Agent NATURE: Life & Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 04/21/2025 ADDRESS: 6714 US Route 36 E., Greenville OH 45331, United States DESCRIPTION: Meet with new employees at school districts to sign up for voluntary benefits (life insurance and disability).

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-27
• S63 Uniform Securities Agent State Law Examination
  2021-06-05

Other Names

• Stefan M Biddinger
• Stefan Biddinger