About us

Since 1905, we’ve developed solutions to help clients create, protect and transfer wealth. We’ve leveraged our expertise and engineered it for the Registered Investment Advisor market. Now you can offer your clients quality and cost-efficient products backed by the financial strength of Lincoln.

Financial strength

We hold ourselves to the highest ethical and regulatory standards and are 100% transparent regarding our financial performance and leadership.

Our parent company, Lincoln National Corporation, and its affiliates operate under the marketing name of Lincoln Financial Group.

Lincoln National Corporation

  • #205 on the 2016 Fortune 500 list by revenue
  • #25 on the 2016 Fortune 500 list by assets
  • #337 on 2016 Barron’s 500 list based on the most revenue growth and cash returns*

*Based on median three-year cash flow return on investment (ROI), 2015 sales growth, and adjusted for divestitures.