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Kevan B

Series 66

Waxhaw, NC

Lincoln Investment

Kevan Breidinger is a financial advisor with Lincoln Investment who holds the Series 66 designation and has 21 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Chase Investment Services Corp., Legend Advisory, LLC, and Ameriprise. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. Its investment approach combines in-house model portfolios, third-party managers, and advisor-led consulting with a focus on serving educators and retirement plan participants.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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