Celebrating over 55 years of helping people realize their financial goals
We empower our financial professionals to offer investors and employers quality investment, insurance and retirement products, with the service and support you need to help achieve your long-term financial goals.
What's New
We appreciate you
Thank you to all of the selfless frontline workers risking their lives to keep us safe and helping us maintain our way of life during these difficult times. You have our sincere gratitude!
We’re here to help you during this difficult time
Based on the CARES Act, eligible individuals may have access to their retirement funds penalty free. Your financial advisor can assist in processing this request; however, you can always reach out to our service representatives to assist you. Click HERE for more details on eligibility and complete the COVID-19 Impact Certification Form to get started.
Access your account information on the Investor website
For easy online access to your account information anytime, REGISTER for the Investor website and enroll in edelivery for your statements, confirmations, tax forms and more. It will cut down on your physical mail and provide a safer way to receive your personal documents.
Investors
You’re in good hands. Our financial professionals will create a strategy that is tailored to your specific needs, comfort levels and financial goals.
Invest With UsFinancial Professionals
We empower our financial professionals to succeed in this highly competitive industry and offer the flexibility and freedom of choice to conduct business their way.
Join UsEmployers
Join the more than 4,000 other employers who have expressed their confidence in our products and services by establishing a plan with us.
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Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2024:*
#13 for total revenue
#6 for women as a percentage of producing reps
#8 for fee-based mix
*Issued August 15, 2024, the annual IBD Elite ranking of the largest independent broker-dealers in wealth management conducted by Financial Planning contains data on 41 firms and their 2023 revenue, as reported by the firms themselves. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list. Source: http://www.financial-planning.com/