About us

Since 1905, we’ve developed solutions to help clients create, protect and transfer wealth. We’ve leveraged our expertise and engineered it for the Registered Investment Advisor market. Now you can offer your clients quality and cost-efficient products from the Lincoln portfolio.

Financial strength

We hold ourselves to the highest ethical and regulatory standards and are 100% transparent regarding our financial performance and leadership.

Our parent company, Lincoln National Corporation, and its affiliates operate under the marketing name of Lincoln Financial Group.

Lincoln National Corporation

  • #188 on the 2020 Fortune 500 list by revenue, #22 by assets

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