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LINCOLN INVESTMENT
LINCOLN INVESTMENT PLANNING, LLC
CRD 519 · SEC 801-14059
601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, 19034-3232, United States
Phone
215-887-8111
Fax
215-376-1057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$21.99B
Discretionary AUM
$12.95B
Team
1238 total employees; 874 advisory reps; 595 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133528 | $17.42B |
| High net worth individuals | 4604 | $4.30B |
| Pension/profit sharing plans | 15 | $30.3M |
| Charitable organizations | 41 | $38.1M |
| Corporations/business entities | 181 | $203.0M |
States served
VT, AL, AK, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/gabor-financial-solutions/
- https://www.linkedin.com/company/financial-directors-llc/
- https://www.facebook.com/lincolninvestmentnova
- https://www.facebook.com/shelgrenfinancial
- https://www.financial-directors.com/
- https://www.shelgrenfinancial.com/
- https://www.instagram.com/lincolninvestment
- https://cmwfinancial.com
- https://www.facebook.com/cmwfinancial
- https://www.linkedin.com/company/lincoln-investment-planning/
- HTTPS://WWW.FACEBOOK.COM/LINCOLNINVESTMENT
- HTTP://WWW.LINCOLNINVESTMENT.COM
- https://www.linkedin.com/company/the-legend-group/
- https://www.linkedin.com/company/creating-and-managing-wealth-llc
- https://voyagergroupltd.com
- HTTPS://TWITTER.COM/LINCOLNINVEST
- https://www.gaborfs.com/
Official SEC filing: View on IAPD