Thank you for opening an account with Lincoln Investment Planning, LLC (Lincoln Investment). If you have consented to the Electronic Delivery of Regulatory Documents, the links to the Important Investor Disclosure Documents below provide you the opportunity to view, download, and print the documents for your permanent records. Please review the documents and direct any questions to your Financial Advisor.
To request paper copies of these documents, please send an email to: firstname.lastname@example.org or mail a letter to: The Lincoln Investment Companies, 601 Office Center Drive, Suite 300, Fort Washington, PA 19034, Attn: Electronic Delivery; or call in your request at 800-242-1421, extension 4770. You may also request copies of these documents from your Financial Advisor.
If you have not consented to the Electronic Delivery of Regulatory Documents, your Financial Advisor will provide the pertinent disclosures in hard copy from the list below.
Since 1968, we have been helping financial advisors with the diverse financial needs of their clients.
For 50 years, we've been empowering our advisors to build successful practices—with quality products, service, and support. Join one of the fastest-growing broker-dealers in the industry.