Cullen Buck
Investment adviser representative at Lincoln Investment
13 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
13 years in the industry.
- Lincoln InvestmentJan 2025 to now
- Eagle Valley Financial ServicesApr 2024 to now
- Fedex FreightApr 2022 to Dec 2024
- Charter SolutionsJun 2021 to Sep 2021
- Buck's Auto DetailingJun 2020 to Sep 2021
- Vector MarketingJun 2018 to Jul 2019
- Pristine DetailJun 2018 to Aug 2018
- Hamline UniversitySep 2017 to May 2022
- Paradise Car WashJun 2016 to Jan 2018
- High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 8034603
- Firm CRD
- 519