Scott William Palmer

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

• 07/2016 → Present
  Defined Wealth, Inc.
  Colorado Springs, CO
• 10/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 10/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2015-12-16 → 2025-07-01
  Defined Wealth, Inc.
  Colorado Springs, CO
• 2011-09-22 → 2016-07-07
  Prior Envoy Advisory, Inc.
  Colorado Springs, CO
• 1997-11-25 → 2011-09-02
  Lincoln Investment
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

SBCC CLUB LIMITED, LLC POSITION: Owner NATURE: Real Estate - Office Condo Ownership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 1710 Jet Stream Drive, Suite 115, Colorado Springs CO 80921, United States DESCRIPTION: I just take care of the office location DEFINED WEALTH, INC. POSITION: President, IAR, President, Secretary, Treasurer NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/26/2015 ADDRESS: 1710 Jet Stream Drive, Suite 115, Colorado Springs CO 80921, United States DESCRIPTION: Client acquisitions, servicing clients and client maintenance. DEFINED WEALTH INC. - INSURANCE POSITION: Agent, President, Secretary, Treasurer NATURE: Insurance, Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/26/2015 ADDRESS: 1710 Jet Stream Drive, Suite 115, Colorado Springs CO 80921, United States DESCRIPTION: Sales and research of insurance products. Also, DBA for Lincoln business. HOA - CREEKSIDE OFFICE PARK POSITION: Secretary of the HOA Board NATURE: HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2025 ADDRESS: 1710 Jet Stream Drive, Colorado Springs CO 80921, United States DESCRIPTION: We review our budget and see if we can lower the cost of vendors or contractors. We are also in charge of making sure the reserves stay positive and healthy. I do not give any investment advice or manage any of the funds in the reserves.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-27
• S65 Uniform Investment Adviser Law Examination
  1999-12-21