Kathleen Marie Barrett
Investment adviser representative at Lincoln Investment
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Lincoln InvestmentMay 2021 to now
- Simone Campbell Tax Consulting LLCJan 2021 to Dec 2022
- Triangle TubeDec 2020 to May 2021
- Shipt IncSep 2020 to Jan 2021
- Equitable Advisors, LLCSep 2020 to Dec 2020
- UnemployedMay 2020 to Jul 2020
- StarbucksJun 2019 to May 2020
- Pennsylvania State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, 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
- 7295798
- Firm CRD
- 519