LINCOLN FINANCIAL SECURITIES CORPORATION

1301 South Harrison Street
Fort Wayne, Indiana 46802
Tel: 800-237-3813

About LINCOLN FINANCIAL SECURITIES CORPORATION

LINCOLN FINANCIAL SECURITIES CORPORATION, formally registered with the SEC as LINCOLN FINANCIAL SECURITIES CORPORATION. The firm was established in 02/07/1985. They have over 275 offices throughout the country.

LINCOLN FINANCIAL SECURITIES CORPORATION is a Fort Wayne, Indiana based Financial Planning firm with nearly $3,944,710,100 assets under management, offering retirement planning & investment advisory services to 18171 clients. The firm is staffed with 726 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	3870
SEC#	801-23151
Assets Managed by Firm	$3,944,710,100
No. of Clients	18171
No. of Advisors	726

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	18171	$3,944,710,100
Individuals (other than high net worth individuals)	17798	$3,750,818,405
High net worth individuals	24	$33,045,051
Pension and profit sharing plans	56	$24,977,866
Charitable organizations	12	$4,354,023
Corporations or other businesses	187	$117,641,359

More Retirement Planning firms in Fort Wayne, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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