Michael Patrick Klein

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-06-16

PA RA
APPROVED

Since 2011-06-16

Branch Locations

Suite 412C 100 W. Main St., Lansdale, PA 19446 • United States

1 East Broad Street Suite 550, Bethlehem, PA 18018 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Wyncote	PA	09/1990	Present

09/1990 → Present

Lincoln Investment Planning, Inc.

Wyncote, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-04-16

S63 Uniform Securities Agent State Law Examination

1993-04-16

View on SEC IAPD

Current Employers

Lincoln Investment

Disclosures

Employment History

Exams

Other Firms

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