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Edward Anthony Kamradt

Investment adviser representative at Lincoln Investment
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$22BFirm assets

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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

13 years in the industry.

  1. Lincoln InvestmentMay 2026 to now
  2. LPL Financial LLCAug 2023 to May 2026
  3. Citizens Securities, Inc.Dec 2022 to Aug 2023
  4. The Vanguard Group, Inc.Jul 2020 to Dec 2022
  5. Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2020
  6. University of Connecticut School of LawSep 2017 to May 2020
  7. Fidelity InvestmentsApr 2013 to Jul 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2014

State registrations

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

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
6190236
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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