Benjamin Michael Rogina
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 InvestmentAug 2024 to now
- AmazonDec 2023 to now
- Rogina Engineers & Surveyors LLCJun 2018 to now
- UnemployedJun 2023 to Dec 2023
- Downtown Community Partnership of GalesburgSep 2022 to Jun 2023
- Full-time EducationSep 2022 to Apr 2023
- Knox CollegeMay 2022 to Apr 2023
- Full-time EducationSep 2020 to Jun 2022
- Next Level BaseballJan 2020 to Jan 2021
- Full-time EducationSep 2019 to Jun 2020
- Full-time EducationSep 2018 to Jun 2019
- Full-time EducationAug 2017 to Jun 2018
- Full-time EducationAug 2016 to May 2017
- Bedinger's BullpenJan 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7958348
- Firm CRD
- 519