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Seth Joseph Heitkamp

Lincoln Investment

Maria Stein, OH

CRD 7829826

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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
OH RA APPROVED 2025-07-02
  • OH RA
    APPROVED
    Since 2025-07-02

Branch Locations

7990 State Rt. 119, Maria Stein, OH 45860 • 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
Lincoln Investment Fort Washington PA 04/2025 Present
Crown Equipment Corporation New Bremen OH 05/2022 01/2025
Village Of St. Henry St. Henry OH 05/2019 08/2019
Gilbert Station Burketsville OH 03/2024 07/2025
Leugers Insurance Agency Maria Stein OH 01/2025 Present
St. Henry Schools St. Henry OH 08/2009 05/2022
Wright State Lake Campus Celina OH 08/2022 Present
Village Of St. Henry St. Henry OH 05/2020 08/2020
Village Of St. Henry St. Henry OH 05/2021 08/2021
Gilbert Station Burketsville OH 07/2021 05/2022
  • 04/2025 → Present
    Fort Washington, PA
  • 05/2022 → 01/2025
    Crown Equipment Corporation
    New Bremen, OH
  • 05/2019 → 08/2019
    Village Of St. Henry
    St. Henry, OH
  • 03/2024 → 07/2025
    Gilbert Station
    Burketsville, OH
  • 01/2025 → Present
    Leugers Insurance Agency
    Maria Stein, OH
  • 08/2009 → 05/2022
    St. Henry Schools
    St. Henry, OH
  • 08/2022 → Present
    Wright State Lake Campus
    Celina, OH
  • 05/2020 → 08/2020
    Village Of St. Henry
    St. Henry, OH
  • 05/2021 → 08/2021
    Village Of St. Henry
    St. Henry, OH
  • 07/2021 → 05/2022
    Gilbert Station
    Burketsville, OH
Other Businesses

INSURANCE - LEUGERS INSURANCE AGENCY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/06/2025 ADDRESS: 7990 State Route 119, Maria Stein OH 45883, United States DESCRIPTION: Sales of life insurance products LEUGERS INSURANCE AGENCY POSITION: Tax Preparer, Account Executive NATURE: Tax Preparation & Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2025 ADDRESS: 7990 State Route 119, Maria Stein OH 45860, United States DESCRIPTION: Prepare taxes for clients and help the Financial Professionals at Leugers with paperwork and other administrative duties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-06-25
Other Names
  • Seth Heitkamp
  • Seth Joesph Heitkamp

View on SEC IAPD

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