Bonnie Lynn Kenna

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

• 08/2008 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 07/2011 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Rensselaer, NY

Other Businesses

SKIDMORE COLLEGE POSITION: Coaching kids NATURE: Coaching/Education INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/31/2023 ADDRESS: 815 N Broadway, Saratoga Springs NY 12866, United States DESCRIPTION: I will only be coaching (grades 5th-12th) at the camp for a week, but will have access to my phone and computer while at the camp. WILLIAMSVILLE STAMPEDE FIELD HOCKEY POSITION: Field hockey coach and club director. This is volunteer. I am coaching clinics locally. NATURE: Field Hockey non-for profit organization out of Buffalo, NY INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 1/23/2025 ADDRESS: 1300 2nd Ave, Watervliet NY 12189, United States DESCRIPTION: This is an already established non-for-profit field hockey club. At this point there is no set pay (salary or hourly) but the club director may compensate me for expenses incurred (i.e. purchasing equipment). UNITED STATES FIELD HOCKEY ASSOCIATION POSITION: coaching possibly 3 weekends NATURE: Field Hockey INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: 5540 N. Academy Blvd., Suite 100, Colorado Springs CO 80918, United States DESCRIPTION: Coaching field hockey for the USA Field Hockey development program, "Nexus". EAST GREENBUSH CENTRAL SCHOOL DISTRICT POSITION: Head Varsity Field Hockey Coach(NY Public High School) NATURE: Education/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 29 Englewood Ave, East Greenbush NY 12061, United States DESCRIPTION: Coaching high school field hockey. This will be indefinite until I step down or am not reappointed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-02

Other Names

• Bonnie Kenna