Chad Douglas Brennan
Investment adviser representative at Lincoln Investment
18 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
18 years in the industry.
- Lincoln InvestmentAug 2025 to now
- Mashview Bible CampJul 2025 to now
- Thrivent FinancialOct 2024 to Apr 2025
- Thrivent Investment Management Inc.Aug 2024 to Apr 2025
- Brennan Financial ServicesJan 2022 to Oct 2024
- Dynetics, Inc.Feb 2008 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 7960211
- Firm CRD
- 519