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- Lincoln Investment
Lincoln Investment
As a leading broker-dealer with 55 years of industry leadership and experience, Lincoln Investment delivers investment strategies to serve the diverse needs of more than 355,000 investors representing over $49.0 billion in assets. We have a network of about 1,000 financial professionals nationwide, and provide third-party administrative services to thousands of employers. We understand that helping our investors get started early is a key to retiring well. We engage them in the right conversation to help them create and implement a financial plan that meets their unique goals. We’re proud to be recognized as one of the top independent broker/dealers in the industry.* *Financial Planning, 2022 IBD Elite. Financial Planning's IBD Elite Rankings are based on 47 companies using data from Jan-Dec 2021. Rankings are not indicative of future performance and are no guarantee of future financial success.
Purpose
Lincoln Investment is a full-service financial services firm dedicated to helping our investors achieve financial wellness through the experienced guidance of knowledgeable financial advisors and high-quality investment choices.
Vision
Lincoln Investment has had a unique vision right from the start. In 1968, our founder, Nick Forst wanted to bring the power of investing to everyone. He worked to convert “savers” into “investors”, focusing on educators, who he believed needed guidance to achieve financial security.
Additional Culture Details
The foundational Key Behaviors that Lincoln Investment is built on and continuously strive to improve are Inclusion, Collaboration, Positive Attitude, and Openness to Change
Recent Awards
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