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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2005-02-01 |
Branch Locations
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Wheaton, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Hoffman Estates | IL | 02/2005 | Present |
SWIERK INVESTMENTS POSITION: President NATURE: pass through for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2001 ADDRESS: 1413 Wendover Lane, Wheaton IL 60187, United States DESCRIPTION: This corporation is used for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-17 |
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