Steve Corre Kach

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
PA	RA	APPROVED	2016-09-06

PA RA
APPROVED

Since 2016-09-06

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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	Fort Washington	PA	05/2016	Present

05/2016 → Present

Lincoln Investment

Fort Washington, PA

Other Businesses

A CHURCH OF LIVING HOPE POSITION: Board member, Corporate Secretary/Treasurer NATURE: Church and Daycare Center INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: 1271 E. Maple Ave, Langhorne PA 19047, United States DESCRIPTION: Participate in board meetings, vote on board decisions, chair the finance committee, prepare/approve annual budgets, sign corporate documents, approve expenses.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-01
S63	Uniform Securities Agent State Law Examination	1995-08-03

S66 Uniform Combined State Law Examination

2016-09-01
S63 Uniform Securities Agent State Law Examination

1995-08-03

View on SEC IAPD