Esteban Yepes
Investment adviser representative at Lincoln Investment
12 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
12 years in the industry.
- Lincoln InvestmentDec 2024 to now
- Sky Light RoofingAug 2024 to now
- UnemployedMay 2022 to Aug 2024
- Wells Fargo Bank, NAFeb 2021 to May 2022
- Wells Fargo Clearing Services, LLCFeb 2021 to May 2022
- Horace Mann InsuranceSep 2014 to Feb 2021
- Horace Mann Investors, Inc.Sep 2014 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2021
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
- 5803661
- Firm CRD
- 519