The Lovell Minnick PortfolioView All

Lincoln Investment Planning, LLC

fund iii

Wyncote, PA

Financial Product Distribution

Date of Investment
August 2015

Company Description
Lincoln Investment is a leading full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits and high net worth individuals.

With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states. Lincoln Investment serves over 235,000 individual investors, with $24 billion in assets under administration and over $10 billion in assets under management and provides retirement plan services to employees of more than 3,000 employers nationwide.

In 2015, Lovell Minnick Partners made a minority investment in Lincoln Investment.

Lincoln Logo_sm 4cHi-res


Office Locations