Investment Advisory Disclosure Brochure

Investment Advisory Disclosure Brochure (ADV2A)

Lincoln Investment Planning, LLC
Financial Planning Services
SOLUTIONS Premier — Client Custom Portfolios
SOLUTIONS and SOLUTIONS Premier — Lincoln Managed Portfolios
Advisory Representative Managed Portfolios
Capital Analysts, LLC
CAAMS

Wrap Fee Program Brochure

Lincoln Investment Planning, LLC
Platinum SOLUTIONS
Adaptive Asset Management
Capital Analysts, LLC
CAAMS

Why Lincoln Investment?

Since 1968, we have been helping financial advisors with the diverse financial needs of their clients.

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Advisor Opportunities

For almost 50 years, we've been empowering our advisors to build successful practices—with high-quality products, service, and support. Join one of the fastest-growing broker-dealers in the industry.

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