Robert F Mathisen

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

• 02/2025 → 10/2025
  Valueteachers
  Vero Beach, FL
• 10/2025 → Present
  Unemployed
  Tampa, FL
• 11/2024 → 12/2024
  Unemployed
  Tampa, FL
• 08/2024 → 11/2024
  Hillsborough County Public Schools
  Brandon, FL
• 01/2019 → 08/2024
  Citibank
  Tampa, FL
• 02/1995 → 10/2018
  Bny Mellon
  New York, FL
• 10/2018 → 01/2019
  Unemployed
  New York, FL
• 01/2025 → 02/2025
  Catapult Learning
  Tampa, FL

Other Businesses

Champions for Children, Tampa Position: Board Member Nature: Preventing child abuse Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 2/5/2025 Address: 3108 W. Azeele St Tampa, FL 33609 Description: Board Member providing oversight

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-30
• S65 Uniform Investment Adviser Law Examination
  2025-08-14

Other Names

• Robert Mathisen