Theodore Kanakaris
Investment adviser representative at Lincoln Investment
16 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
16 years in the industry.
- Lincoln InvestmentJan 2025 to now
- StudentAug 2023 to now
- Northwestern Mutual Life Insurance CompanyJun 2024 to Jan 2025
- Northwestern Mutual Wealth Management CompanyApr 2024 to Jan 2025
- Northwestern Mutual Investment Services LLCMar 2024 to Jan 2025
- Robert KilroyFeb 2024 to Jun 2024
- Faust Harrison PianosFeb 2023 to Aug 2023
- Stony Brook UniversitySep 2020 to Feb 2023
- Northwestern Mutual Wealth Management CompanyAug 2017 to Dec 2021
- Steven AbbassJun 2017 to Dec 2021
- Northwestern Mutual Wealth Management CompanyJan 2016 to May 2017
- Northwestern Mutual Life Insurance CompanyNov 2010 to May 2017
- Northwestern Mutual Investment Services LLCOct 2010 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5851823
- Firm CRD
- 519