Lincoln Investment Planning Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Lincoln Investment Planning's estimated annual revenue is currently $314.3M per year.(i)
  • Lincoln Investment Planning's estimated revenue per employee is $294,000

Employee Data

  • Lincoln Investment Planning has 1069 Employees.(i)
  • Lincoln Investment Planning grew their employee count by 6% last year.

Lincoln Investment Planning's People

NameTitleEmail/Phone
1
CEO/PresidentReveal Email/Phone
2
Technology Product OwnerReveal Email/Phone
3
Product OwnerReveal Email/Phone
4
VPReveal Email/Phone
5
Chief Staff for Business DevelopmentReveal Email/Phone
6
Chief Compliance OfficerReveal Email/Phone
7
Sr. VP, Branch DevelopmentReveal Email/Phone
8
Regional VP, Midwest Region at Lincoln InvestmentReveal Email/Phone
9
Regional VPReveal Email/Phone
10
Regional VPReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
N/A12808-2%$257.7MN/A
#2
$104.7M58828%$290M$1.5B
#3
$18760M20%N/A$13.4B
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What Is Lincoln Investment Planning?

Lincoln Investment Planning, Inc. is an independent, full-service broker/dealer that provides quality investment and retirement products and services to individuals and employers. Our focus has always been to identify the current and anticipated investment needs of our clients, and to help them successfully plan to meet these needs. In doing so we have developed a reputation for high-tech, innovative service that has made us an industry leader specializing in the 403(b) retirement plan marketplace. As a pioneer in the 403(b) market, Lincoln has serviced schools and other non-profit organizations for over 30 years. In 1974, Lincoln received a boon when the Employee Retirement Income Security Act (ERISA) allowed new investment vehicles within 403(b) plans. Lincoln welcomed this new legislation, and responded by developing services and products to help 403(b) plan participants take advantage of the new investment opportunity. Today, our leadership in the 403(b) and related markets enables us to successfully serve organizations in the for-profit sector as well, and includes 401(k) and other for-profit retirement plans.

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Total Funding

1069

Number of Employees

$314.3M

Revenue (est)

6%

Employee Growth %

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Valuation

N/A

Accelerator

Lincoln Investment Planning News

2022-04-20 - Lincoln Regional Center to Host 43rd Arbor Day Ceremony

... facility tree care plan, community forestry project, a celebration event and a financial investment toward a tree care plan or projects.

2022-04-19 - Healthpilot partners with Lincoln Financial Network

Healthpilot then recommends the best Medicare plan available from all ... LFN's Senior Vice President of Investment Products, Platforms and...

2022-04-17 - Daily Inter Lake: $19.3M pegged for wildfire mitigation on ...

... Troy, Eureka, Stryker, Fortine and Trego in Lincoln County. ... Investments plan to address the West's worsening wildfire crisis.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$324M1612-2%N/A
#2
$511.3M17396%N/A
#3
N/A177619%N/A
#4
$790.7M20485%N/A
#5
$1520M20715%N/A