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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Clancy, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2020 | 01/2025 |
| Rocky Mountain Fire Suppression | Cascade | MT | 07/2020 | 10/2020 |
| Reveal Excavation, C. Brown, Inc | Frenchtown | MT | 06/2020 | 07/2020 |
| Nalco Champion An Ecolab Company | Sugar Land | TX | 01/2009 | 06/2020 |
| Lincoln Investment | Fort Washington | PA | 01/2025 | Present |
Klempel Consulting, LLC Position: Contract Facilitator Nature: Sales Training Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 9/23/2025 Address: 5 Mission Mountain Rd Clancy, Montana 59634 Description: I am a contract facilitator for a sales training company, and I will be facilitating 1/2 day or full day trainings for their customer's sales team. I anticipate 1 training about every other month, virtually or in person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-02 |
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