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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
MI RA APPROVED 2026-03-02
  • MI RA
    APPROVED
    Since 2026-03-02

Branch Locations

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

40950 Woodward Ave. Ste. 130, Bloomfield Hills, MI 48304 • 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
Ele-Peagler Llc Southfield MI 11/2023 12/2025
Ele Wealth Solutions, Inc. Southfield MI 09/2024 02/2026
The Youth Connection Detroit MI 09/2022 07/2023
Detroit Tigers Detroit MI 07/2023 08/2023
N/A Detroit MI 08/2023 11/2023
Life Time Fitness Walled Lake MI 01/2022 09/2022
Aldi Detroit MI 04/2020 02/2021
Buffalo Wild Wings Greensboro MI 09/2020 02/2021
N/A Detroit MI 02/2021 01/2022
Family First Life Detroit MI 06/2022 08/2022
University Of Maryland Eastern Shore Princess Anne MD 08/2016 04/2020
Planet Fitness Detroit MI 06/2018 06/2020
Cass Technical High School Detroit MI 09/2013 06/2016
Ele Advisory Services, Inc. Southfield MI 02/2025 02/2026
Ele Wealth Management, Inc. Southfield MI 11/2023 02/2026
Lincoln Investment Fort Washington PA 03/2026 Present
  • 11/2023 → 12/2025
    Ele-Peagler Llc
    Southfield, MI
  • 09/2024 → 02/2026
    Ele Wealth Solutions, Inc.
    Southfield, MI
  • 09/2022 → 07/2023
    The Youth Connection
    Detroit, MI
  • 07/2023 → 08/2023
    Detroit Tigers
    Detroit, MI
  • 08/2023 → 11/2023
    N/A
    Detroit, MI
  • 01/2022 → 09/2022
    Life Time Fitness
    Walled Lake, MI
  • 04/2020 → 02/2021
    Aldi
    Detroit, MI
  • 09/2020 → 02/2021
    Buffalo Wild Wings
    Greensboro, MI
  • 02/2021 → 01/2022
    N/A
    Detroit, MI
  • 06/2022 → 08/2022
    Family First Life
    Detroit, MI
  • 08/2016 → 04/2020
    University Of Maryland Eastern Shore
    Princess Anne, MD
  • 06/2018 → 06/2020
    Planet Fitness
    Detroit, MI
  • 09/2013 → 06/2016
    Cass Technical High School
    Detroit, MI
  • 02/2025 → 02/2026
    Southfield, MI
  • 11/2023 → 02/2026
    Ele Wealth Management, Inc.
    Southfield, MI
  • 03/2026 → Present
    Fort Washington, PA
Previous Registrations
Other Businesses

Collective Wealth Group LLC Position: Owner, Operator Nature: Community Engagement, Financial Services/Education Investment Related: Yes Hours: 13 Securities Trading Hours: 12 Start Date: 2/25/2026 Address: 1970 Atkinson Detroit, MI 48206 Description: Teaching financial literacy to high schoolers, the community events are free. Financial literacy will be taught on site at different high schools  Bells Baseball Academy Position: Development Specialist Nature: Athletic Training and Development Investment Related: No Hours: 40 Securities Trading Hours: 10 Start Date: 2/14/2022 Address: 1970 Atkinson  Detroit, MI 48206 Description: Training youth athletes, officiating youth sports

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-30
S63 Uniform Securities Agent State Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2024-11-30
  • S63 Uniform Securities Agent State Law Examination
    2024-09-20
Other Names
  • Andre Bell
  • Andre Dericko Bell

View on SEC IAPD

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