Stefan M Biddinger
Investment adviser representative at Lincoln Investment
17 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
17 years in the industry.
- Lincoln InvestmentApr 2025 to now
- W&s Brokerage ServicesJan 2022 to Apr 2025
- Western & Southern LifeJan 2022 to Apr 2025
- Northwestern Mutual Wealth Management CompanyOct 2021 to Nov 2021
- Northwestern Mutual Investment Services LLCJan 2021 to Nov 2021
- Northwestern Mutual Life Insurance CompanyJan 2021 to Nov 2021
- Fifth Third BankJun 2017 to Dec 2020
- Applebees International IncSep 2016 to Jun 2017
- StudentAug 2009 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7290432
- Firm CRD
- 519