Robert Michael Horstman

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

• 08/2015 → 07/2020
  Tiaa
  Fairfax, VA
• 08/2015 → 07/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Fairfax, VA
• 09/2020 → Present
  Lincoln Investment
  Fort Washington, PA
• 09/2020 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2015-08-27 → 2020-08-18
  Tiaa-Cref Individual & Institutional Services, Llc
  Fairfax, VA
• 2014-06-26 → 2015-08-17
  Cetera Wealth Services, Llc
  Mclean, VA

Other Businesses

FIXED INSURANCE AND ANNUITIES POSITION: Agent NATURE: Fixed Insurance and Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2021 ADDRESS: 5016 S Ash Ave, Suite 103, Tempe AZ 85282, United States DESCRIPTION: I provide comprehensive financial planning services for my clients, so if their plan dictates that they need insurance, or if a fixed product improves their plan, I will incorporate that into their implementation recommendations. Horstman Capital Management LLC Position: President/Owner Nature: Tax/Accounting, Bookkeeping and payroll Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 6/1/2026 Address: 3101 N Central Ave, Suite 890 Phoenix, Arizona 85012 Description: Own the business and operate bookkeeping and payroll.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-25
• S63 Uniform Securities Agent State Law Examination
  2011-03-31

Designations

• Certified Financial Planner

Other Names

• Robert Horstman