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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 |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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