Kevin Duane Humphrey
Investment adviser representative at Lincoln Investment
29 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
29 years in the industry.
- Lincoln InvestmentSep 2025 to now
- New York Air National GuardJul 2024 to Sep 2025
- Linquest/kbrJun 2024 to Feb 2025
- Cornerstone Educators Insurance, IncJun 2015 to Jul 2017
- United States Air ForceJul 2014 to Sep 2025
- Florida Air National GuardJul 1997 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5750101
- Firm CRD
- 519