Paul Anthony Niemiec
Investment adviser representative at Lincoln Investment
10 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
10 years in the industry.
- Lincoln InvestmentMar 2026 to now
- Valic Financial Advisors, Inc.Jul 2025 to Feb 2026
- Without Full Time EmploymentFeb 2025 to Jul 2025
- Bank of America, N.A.Sep 2023 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Feb 2025
- Aramark Uniform ServicesFeb 2023 to Jul 2023
- Equitable Advisors, LLCApr 2021 to Jul 2023
- Mcadam LLCJun 2020 to Mar 2021
- Jpec University of IowaMay 2019 to Aug 2020
- Iowa University Housing and DiningFeb 2018 to Dec 2018
- Rizza CadillacJun 2017 to Dec 2018
- University of IowaFeb 2017 to May 2020
- UnemployedSep 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7317887
- Firm CRD
- 519