Mathew William Roper
Investment adviser representative at Lincoln Investment
22 yearsExperience
2 statesRegistered in
$22BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Lincoln InvestmentJan 2009 to now
- Lincoln Investment Planning, Inc.Jan 2009 to now
- Shelgren Financial Group, Inc.Jan 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2840151
- Firm CRD
- 519