Joseph Klempel
Investment adviser representative at Lincoln Investment
17 yearsExperience
2 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
17 years in the industry.
- Lincoln InvestmentJan 2025 to now
- Edward JonesNov 2020 to Jan 2025
- Rocky Mountain Fire SuppressionJul 2020 to Oct 2020
- Reveal Excavation, C. Brown, IncJun 2020 to Jul 2020
- Nalco Champion An Ecolab CompanyJan 2009 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 7312283
- Firm CRD
- 519