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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Lincoln Investment Planning 1 year Sep 2018 - Present
Capital Advisors, Ltd. 1 year Sep 2018 - Present
Northwestern Mutual Wealth Management Company 1 year, 8 months Jan 2017 - Sep 2018
Timothy C Miller 1 year, 10 months Nov 2016 - Sep 2018
Northwestern Mutual Investment Services LLC 2 years, 7 months Feb 2016 - Sep 2018
Bradley Weeks 2 years, 11 months Oct 2015 - Sep 2018
Northwestern Mutual Life Insurance Company 1 year, 4 months Jun 2014 - Oct 2015
Miami University 9 months Aug 2013 - May 2014
Bay Villiage Landscaping 4 months Apr 2012 - Aug 2012
Miami University 2 years, 4 months Aug 2011 - Dec 2013
University of Mount Union 1 year Aug 2011 - Aug 2012
Jenis Splendid Ice Creams 3 months May 2011 - Aug 2011
Panera Bread 6 months Sep 2010 - Mar 2011
University School 5 years, 9 months Aug 2005 - May 2011
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Nathan Price Creviston?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 7, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Lincoln Investment

Last updated on March 29, 2019
    • $9.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 139K
      Accounts
    • $65.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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