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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-23
PA RA APPROVED 2025-04-22
  • FL RA
    APPROVED
    Since 2025-04-23
  • PA RA
    APPROVED
    Since 2025-04-22

Branch Locations

Pensacola, FL • United States

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

Wallingford, PA • 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
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 01/2022 02/2025
Eastern Washington University Cheney WA 04/2018 09/2021
United States Air Force - Airman & Family Readiness Center Lakenheath 06/2015 09/2017
Unemployed - Military Move For Spouse Medford Lakes NJ 10/2021 12/2021
Unemployed - Military Move For Spouse Fairchild Afb WA 10/2017 03/2018
Lincoln Investment Fort Washington PA 03/2025 Present
  • 01/2022 → 02/2025
    Fort Washington, PA
  • 04/2018 → 09/2021
    Eastern Washington University
    Cheney, WA
  • 06/2015 → 09/2017
    United States Air Force - Airman & Family Readiness Center
    Lakenheath
  • 10/2021 → 12/2021
    Unemployed - Military Move For Spouse
    Medford Lakes, NJ
  • 10/2017 → 03/2018
    Unemployed - Military Move For Spouse
    Fairchild Afb, WA
  • 03/2025 → Present
    Fort Washington, PA
Other Businesses

7:12 Finanical LLC Position: Salaried Financial Professional Nature: Financial Services Investment Related: Yes Hours: 85 Securities Trading Hours: 85 Start Date: 3/1/2025 Address: 309 Henry Lane Wallingford, PA 19086 Description: Client communication, appointment preperation, paperwork

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-21
  • S66 Uniform Combined State Law Examination
    2025-04-21
Other Names
  • Erika Sue Jansen

View on SEC IAPD

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