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Shawnnah Sprague

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.

  1. Lincoln InvestmentMar 2026 to now
  2. Horizon Advisory Services, Inc.Nov 2025 to Jan 2026
  3. Private Client ServicesNov 2025 to Jan 2026
  4. Edward JonesMar 2023 to Nov 2025
  5. WegmansSep 2021 to Feb 2023
  6. PaychexMar 2016 to Sep 2021

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7710404
Firm CRD
519
Advisor's SEC record (opens in a new tab)
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