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Christopher Stanley Forst

Investment adviser representative at Lincoln Investment
23 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

23 years in the industry.

  1. Lincoln InvestmentApr 2026 to now
  2. Patrick ForstDec 2025 to now
  3. AdvyzonJul 2023 to Dec 2025
  4. Buncombe County SchoolsAug 2022 to Jun 2023
  5. Davis Financial PlanningFeb 2022 to Aug 2022
  6. Prowell Financial ManagementMay 2021 to Feb 2022
  7. Lincoln InvestmentsMay 2020 to Aug 2020
  8. Virginia TechAug 2017 to May 2021
  9. StaplesMay 2016 to Aug 2017
  10. UnemployedAug 2003 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7256727
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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