Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Lincoln Investment
Lincoln Investment is a family-founded independent broker-dealer and RIA with a long-standing focus on educators and 403(b)/457(b) plan participants. Together with Capital Analysts and Legend Advisory it forms the Lincoln Investment Companies.
Services Offered
Lincoln Investment provides financial planning, investment management, brokerage and retirement plan services to individuals, charitable organizations, businesses and employer-sponsored plans. It moved to a fully disclosed clearing arrangement with BNY Pershing in 2024.
Leadership
Kathy Leckey, CEO; Ed Forst, Executive Chairman.
Lincoln Investment in the News
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2026
Kathy Leckey took over as CEO, succeeding Ed Forst, who became Executive Chairman as part of a planned succession. She is the first non-family member to lead the firm.
Source: Lincoln Investment press release -
Feb. 19, 2026
Leckey joined the Financial Services Institute's 2026 Board of Directors.
Source: MyChesCo
Verify Lincoln Investment on FINRA BrokerCheck
Before working with any advisor affiliated with Lincoln Investment, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.