Danniel Syed Kazi
Investment adviser representative at Lincoln Investment
11 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
11 years in the industry.
- Lincoln InvestmentApr 2026 to now
- National Life GroupApr 2018 to now
- TransamericaApr 2018 to now
- Randstad DigitalJan 2025 to Jan 2026
- Allstate InsurnaceAug 2023 to May 2024
- FortinetDec 2022 to Nov 2023
- UnemployedAug 2022 to Dec 2022
- Fidelity InvestmentsFeb 2022 to Aug 2022
- Cuso Financial Services, LPFeb 2021 to Feb 2022
- Gwn Securities, Inc.Mar 2018 to Feb 2021
- Wells FargoMay 2017 to Feb 2018
- Teachers Retirement ResourcesJun 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 6951051
- Firm CRD
- 519