Bryan, TX Office
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Lincoln Investment
Enterprise
Firm-wide stats for Lincoln Investment
About
Lincoln Investment Planning, LLC is a large, enterprise investment advisory and broker-dealer that works with a broad client mix — individual and high‑net‑worth investors, trusts, charities and corporate and ERISA retirement plans — and maintains a long history of serving educators and participants in 403(b) and 457(b) programs. Its offerings include financial planning, advisor‑led consulting, portfolio management through advisor‑managed and firm‑managed model portfolios, access to third‑party managers, and both wrap and non‑wrap platform options.
The firm’s investment work is driven by an in‑house Investment Management & Research (IM&R) team that constructs strategic model portfolios and operates dynamic, AIM (Adaptive Intelligence Model) strategies, while also employing Sub‑Advisers and overlay/third‑party managers as needed. Many client relationships remain advisor‑led and non‑discretionary or limited‑discretionary, with advisors using Lincoln’s platform tools, model portfolios and periodic reviews to tailor allocations to client objectives; Lincoln also acts as a fiduciary when providing ERISA/retirement advice.
Compared with many peers, Lincoln discloses a number of operational arrangements that are noteworthy: it serves as the introducing broker‑dealer on Pershing’s platform, designates specific sweep products (including Dreyfus money‑market and bank deposit sweeps) that generate firm revenue, and notes instances where it is deemed to have custody and undergoes surprise exams. The firm also highlights a layered delivery model — a large network of mostly independent advisors, an active IM&R team, and explicit co‑adviser/promoter relationships with third‑party managers — and discloses related fee‑sharing and platform‑level conflicts that it addresses through disclosure and supervision.
Based on Lincoln Investment
Expertise
Based on Lincoln Investment
Occupation focus
Based on Lincoln Investment
Location
3363 University Dr. E, Suite 211
Bryan TX 77802
Advisors at this office
3
Advisors at this office
Brandon D
Series 65, Series 63
Bryan, TX
Lincoln Investment
Brandon De Stefano is a financial advisor at Lincoln Investment with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment since 2016, following eight years as a self-employed professional. He serves on the board of the Conroe Country Club, where he participates in discussions and votes on club matters. Lincoln Investment is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team, employing strategic model portfolios and third-party managers, with many advisor-led client relationships.
Allan D
Series 63
Bryan, TX
Lincoln Investment
Allan Dunlap is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked with Capital Analysts, Incorporated since 1995 and Fidelity Union/Allianz Life Insurance since 1975. Outside of his advisory work, he is a general agent and producer in the insurance field. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and third-party managers.
Bill T
Series 63, Series 65
Bryan, TX
Lincoln Investment
Bill Thompson is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2012. Prior to that, he was with Capital Analysts Incorporated and LPL Financial. Outside of his advisory role, Thompson is a managing member of a cattle grazing business and serves as an appointed member of the City of Bryan Historical Landmark Commission. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and various third-party managers.
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