Warren Nelson Leeds
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 InvestmentApr 2025 to now
- BayadaAug 2023 to Apr 2025
- UnemployedApr 2023 to Aug 2023
- Tristate Financial AdvisorsNov 2022 to Apr 2023
- UnemployedJul 2022 to Nov 2022
- The Golf Club At SummerbrookeMay 2022 to Jul 2022
- Charlie ParkJun 2021 to Nov 2021
- Florida State UniversityAug 2018 to Jul 2022
- Rum RunnersOct 2017 to Jun 2018
- North Fort Myers High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8072668
- Firm CRD
- 519