Chad Thuner
Investment adviser representative at Lincoln Investment
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Lincoln InvestmentDec 2022 to now
- Blue Key Capital, LLCJan 2010 to now
- Huber Sprinkler ServiceJun 2000 to now
- Calton & Associates, Inc.Aug 2019 to Apr 2022
- Capital Financial Services, IncJul 2006 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 4893596
- Firm CRD
- 519