About Lincoln Investment

Who We Are

With over 50 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker/dealer. Our network has grown to over 1,100 financial advisors nationwide, and we serve the diverse financial needs of over 364,000 clients representing over $36 billion in assets.

At Lincoln Investment, we treat each client relationship as the most important part of our business. We're proud to be one of the fastest-growing independent broker/dealers in the industry, and we stand out in our community as a top workplace for employees.

What We Do

As a full-service financial services firm, we empower our advisors to offer clients quality investment and insurance products, as well as the service and support you need to help achieve your long-term financial goals.

Our clients and services include:

  • Individuals and families. Financial planning, wealth management, investment solutions, and asset management.
  • Institutions and corporations. Retirement planning and asset management for private and public entities, including school districts and other not-for-profit institutions.

Our Values

At Lincoln Investment, we live our core values each day, by incorporating them into everything we do: honesty, integrity, respect, diversity, cooperation, and a commitment to succeed. With these values as our framework, we continue to build our business on relationships—with our clients, advisors, and team members. We're majority family-owned, so no matter how large we become, we function with a focus on individuals.

To us, you're a name—not a number. Put simply, people come first.

Contact us today at 800-242-1421 or search for a Lincoln Investment office in your area.