Joshua Halter
Investment adviser representative at Lincoln Investment
12 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
12 years in the industry.
- Lincoln InvestmentMar 2026 to now
- LPL Enterprise, LLCNov 2024 to Mar 2025
- Pruco Securities LLCJul 2024 to Nov 2024
- Cleveland State UniversityJan 2021 to May 2024
- Chick-fil-aDec 2020 to Mar 2026
- Market DistrictOct 2019 to Jan 2021
- Cuyahoga Community CollegeAug 2019 to Dec 2020
- Hickory Ridge CinemaMay 2018 to Oct 2019
- Volunteers of AmericaMay 2017 to Aug 2017
- Brunswick City SchoolsJan 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7982877
- Firm CRD
- 519