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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-10-24 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Brownsville, OR • United States
1956 Meade Ave., North Bend, OR 97459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 11/2003 | 01/2017 |
| Lincoln Investment | Brownsville | OR | 01/2017 | Present |
DAVID HANSEN, SOLE PROPRIETOR POSITION: sell various fixed annuities through lenz financial NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1990 ADDRESS: PO Box 308, Brownsville OR 97327 DESCRIPTION: sell various fixed annuities through lenz financial CHURCH OF THE FIRSTBORN, WILLAMETTE VALLEY POSITION: board member NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1990 ADDRESS: PO Box 308, Brownsville OR 97327, United States DESCRIPTION: volunteer services for church CITY OF BROWNSVILLE POSITION: City Councilor NATURE: City Government INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: PO Box 188, Brownsville OR 97327, United States DESCRIPTION: Formulate public policy for the city. Act as convener and advocate on behalf of city residents. Central Linn Community Foundation Position: Board Member Nature: Community Foundation Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 6/29/2026 Address: PO Box 4 (no street address) Brownsville, OR, Oregon 97327 Description: Foundation provides grants to community organizations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-27 |
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