Gary Nicholas Niemczak

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
MI	RA	APPROVED	2010-10-14

MI RA
APPROVED

Since 2010-10-14

Branch Locations

29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States

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
Security First Group, Inc.	Plymouth	MI	03/1984	Present
Self Employed	Livonia	MI	10/1985	Present
Jefferson Pilot Securities Corporation	Concord	NH	08/1992	Present
Great American Advisors	Bingham Farms	MI	07/2002	Present
Lincoln Investment	Southfield	MI	08/2010	Present

03/1984 → Present

Security First Group, Inc.

Plymouth, MI
10/1985 → Present

Self Employed

Livonia, MI
08/1992 → Present

Jefferson Pilot Securities Corporation

Concord, NH
07/2002 → Present

Great American Advisors

Bingham Farms, MI
08/2010 → Present

Lincoln Investment

Southfield, MI

Other Businesses

CONSOLIDATED FINANCIAL CORP. POSITION: Insurance Agent NATURE: Fixed Annuities and Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 08/01/1984 ADDRESS: 29905 Middlebelt Road, Farmington Hills MI 48334, United States DESCRIPTION: I act as an Insurance Agent, providing fixed annuities, fixed index annuities, and life insurance to my clients. All new insurance business as of 1-1-17 will be put through Lincoln Investment. Receiving residual income/ servicing old fixed insurance accounts. PACIFIC GUARDIAN LIFE POSITION: Retail agent NATURE: Multi Year Guarantee Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 1440 Kapiolani Blvd. #1700, Honolulu HI 96814, United States DESCRIPTION: Retail sales of MYGAs to existing investment clients. PROTECTIVE LIFE INSURANCE POSITION: Retail producing agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 2801 U.S. Highway 280 S, Birmingham AL 35223, United States DESCRIPTION: Selling life insurance to existing clients

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-09-27
S63	Uniform Securities Agent State Law Examination	1992-09-18

S65 Uniform Investment Adviser Law Examination

2010-09-27
S63 Uniform Securities Agent State Law Examination

1992-09-18

View on SEC IAPD