Nicholas Lapp
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 InvestmentApr 2025 to now
- UnemployedSep 2024 to Apr 2025
- Hlb Lighting Design Inc.Jan 2023 to Sep 2024
- UnemployedNov 2022 to Jan 2023
- Ravi Engineering & Land SurveyingAug 2022 to Nov 2022
- UnemployedMay 2022 to Aug 2022
- Ce TechnologiesAug 2021 to May 2022
- UnemployedAug 2020 to Aug 2021
- Sun FarmacyMay 2020 to Aug 2020
- UnemployedAug 2019 to May 2020
- Option CMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Town of PerintonMay 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Town of PerintonMay 2017 to Aug 2017
- UnemployedJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8074003
- Firm CRD
- 519