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Kevan Michael Breidinger

Investment adviser representative at Lincoln Investment
15 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

15 years in the industry.

  1. Lincoln InvestmentJan 2017 to now
  2. Legend Equities CorporationJan 2011 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
4931013
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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