Farmington Hills, MI Office

Team
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Lincoln Investment

Enterprise

Firm-wide stats for Lincoln Investment

Total advisors

355

Across 314 offices

Clients per advisor

389 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

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

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy

Based on Lincoln Investment

Occupation focus

Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed

Based on Lincoln Investment

Demographic focus

Mid-Career Professionals Retired

Based on Lincoln Investment

Location

29905 Middlebelt Rd

Farmington Hills MI 48334

Advisors at this office

14

Advisors at this office

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Madison H

Series 66

Farmington Hills, MI

Lincoln Investment

Madison Hammel is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Consolidated Financial and Lincoln Investment since 2016. Outside of advising, she is engaged in real estate planning through ownership and management of Portfolio Projector LLC. Lincoln Investment is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through advisor-managed and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

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
user avatar

Andrew H

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Andrew Harr is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Lincoln Investment since 2010. Additionally, he works as a contracted trainer for newly appointed insurance agents focusing on the 403(b) market, suitability, and product knowledge. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach is supported by an in-house Investment Management & Research team that constructs strategic model portfolios and Adaptive Intelligence Model strategies, while many client relationships remain advisor-led and tailored using firm tools and reviews.

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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David S

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

David Sawchuk is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2010 and is also associated with Great American Advisors, Inc. since 2002. Outside of financial advising, he serves on the Taymouth Township Zoning Board of Appeals. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a broad client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

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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Jonathan S

Series 66

Farmington Hills, MI

Lincoln Investment

Jonathan Sawchuk is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment since 2018 and previously was affiliated with Endless Possibilities and Renaissance Charter School at Crown Point. Outside of his advisory role, he operates Sawchuk Solutions, LLC, a holding company established for tax and accounting purposes. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

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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Bryon N

Series 66

Farmington Hills, MI

Lincoln Investment

Bryon Niemczak is a financial advisor with Lincoln Investment, holding a Series 66 designation and nine years of industry experience. He has worked at Lincoln Investment since 2017 and previously was employed at Livingston International. Additionally, he serves as a fixed insurance agent with Consolidated Financial Corporation, focusing on fixed insurance products. Lincoln Investment 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. The firm offers financial planning, portfolio management with model portfolios, and utilizes an in-house investment management team alongside third-party managers to support advisor-led client relationships.

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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Thomas M

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Thomas Maxey is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He serves as owner and president of Consolidated Financial Corp. and is involved in a web-based business, CD Busters, which offers fixed annuities to individuals holding certificates of deposit. Lincoln Investment Planning, LLC is a large enterprise investment 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 through both advisor- and firm-managed model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

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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Ryan S

Series 66

Farmington Hills, MI

Lincoln Investment

Ryan Smith is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and three years of industry experience. He has worked at Lincoln Investment since 2022 and also holds a role as a sales assistant involved in life insurance sales at Consolidated Financial Corporation. Outside of his advisory work, he volunteers as a U14 boys soccer coach. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services with a combination of advisor-led consulting and model portfolios developed by an in-house Investment Management & Research team.

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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Robert R

Series 66

Farmington Hills, MI

Lincoln Investment

Robert Roux is a Series 66-licensed financial advisor with Lincoln Investment in Farmington Hills, MI, bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Capital Analysts. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm utilizes an in-house Investment Management & Research team to construct strategic model portfolios and offers a range of financial planning and portfolio management solutions.

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
user avatar

Timothy N

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

Timothy Narva is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Lincoln Investment Planning since 2013 and previously worked at Walnut Street Securities and Valic Financial Advisors. Narva also maintains a role as an insurance representative, managing residual income and servicing fixed insurance accounts. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team to develop strategic model portfolios and adaptive strategies, supporting many advisor-led client relationships with a range of financial planning and portfolio management services.

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
user avatar

Gary N

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Gary Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Great American Advisors, Jefferson Pilot Securities Corporation, and Security First Group, Inc. He also acts as an insurance agent providing fixed annuities and life insurance through other business activities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long 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 team that develops strategic model portfolios and adaptive strategies.

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
user avatar

Brian H

Series 63, Series 65, Series 66

Farmington Hills, MI

Lincoln Investment

Brian Hamlin is a financial advisor with Lincoln Investment who holds Series 63, 65, and 66 licenses and has 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved in insurance and fixed product sales through his ownership and agent positions at Briham Development and Consolidated Financial Corp. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that constructs strategic model portfolios and adaptive strategies.

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
user avatar

Eric G

Series 66

Farmington Hills, MI

Lincoln Investment

Eric Giosa is a financial advisor with Lincoln Investment who holds a Series 66 credential and has 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016 and was previously with Transamerica Financial Advisors. Outside of his advisory role, he serves as a high school ice hockey coach. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a longstanding focus on educators and 403(b) and 457(b) program participants. The firm employs an in-house Investment Management & Research team to construct model portfolios and offers both advisor-led and firm-managed investment solutions.

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
user avatar

Thomas B

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

Thomas Baker is a financial advisor at Lincoln Investment with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2010. In addition to his advisory role, he operates an independent insurance agency specializing in property and casualty, life insurance, and fixed annuities. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an internal Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

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
user avatar

Jerome G

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Jerome Garrett is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2010 and is also associated with Consolidated Financial Corp., where he has served as an insurance representative specializing in fixed annuity and life insurance sales since 1989. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, employing a mix of advisor-led and firm-managed investment strategies with an in-house Investment Management & Research team.

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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