Curtis Josh Wilcox
Investment adviser representative at Lincoln Investment
16 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
16 years in the industry.
- Lincoln InvestmentMar 2026 to now
- Mcw Development, LLCSep 2023 to Feb 2026
- AgiaDec 2022 to Feb 2026
- Valic Financial AdvisorsNov 2010 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 5397519
- Firm CRD
- 519