John Michael Natale

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
TX	RA	APPROVED	2021-02-01
NJ	RA	APPROVED	2002-07-29

TX RA
APPROVED

Since 2021-02-01
NJ RA
APPROVED

Since 2002-07-29

Branch Locations

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

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

Capital Analysts

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2014-03-18

NJ RA
APPROVED

Since 2014-03-18

Branch Locations

8000 Sagemore Dr. Suite 8301, Marlton, NJ 08053 • 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.	Voorhees	NJ	09/1997	Present

09/1997 → Present

Lincoln Investment Planning, Inc.

Voorhees, NJ

Other Businesses

INSURANCE AGENT POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 08/01/1980 ADDRESS: 8000 SAGEMORE DR., SUITE 8301, MARLTON, NJ 08053 DESCRIPTION: LIFE AND DISABILITY INSURANCE John M. Natale Position: Owner Nature: Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 8/1/1980 Address: 10000 Sagemore Dr Marlton, NJ 08053 Description: Insurance and fixed annuity sales

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-20
S63	Uniform Securities Agent State Law Examination	1983-11-18

S65 Uniform Investment Adviser Law Examination

1999-08-20
S63 Uniform Securities Agent State Law Examination

1983-11-18

Designations

Chartered Financial Consultant

Other Names

John M Natale

View on SEC IAPD