Neal Alan Rodman

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:

Current Employers

Lincoln Investment

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2010-08-19

WA RA
APPROVED

Since 2010-08-19

Branch Locations

Woodland, WA • United States

900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States

Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States

Maricopa, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Renton	WA	01/2009	Present
Kalama School District	Kalama	WA	09/1985	Present

01/2009 → Present

Lincoln Investment Planning, Inc.

Renton, WA
09/1985 → Present

Kalama School District

Kalama, WA

Other Businesses

RENTAL HOMES POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/30/2011 ADDRESS: 4015 Rosewood St, Longview WA 98632, United States DESCRIPTION: Maintain property, collect rent, maintain records RENTAL PROPERTY POSITION: Landlord NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/12/2010 ADDRESS: 3511 E. Baseline, #1196, Phoenix AZ 85042, United States DESCRIPTION: Maintenance, Rental Collection, Record Keeping RENTAL PROPERTY POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/10/2012 ADDRESS: 3511 E. Baseline, #1258, Phoenix AZ 85042, United States DESCRIPTION: Maintenance, Rental Collection, Record Keeping Creative Retirement Solutions (S-Corp) Position: President Nature: Tax/Accounting Purposes Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 6/13/2024 Address: 400 Stanford Dr. Woodland, WA 98674 Description: Journaling Lincoln compensation for tax purposes.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-18
S63	Uniform Securities Agent State Law Examination	1992-10-15

S65 Uniform Investment Adviser Law Examination

2010-08-18
S63 Uniform Securities Agent State Law Examination

1992-10-15

View on SEC IAPD