Land O Lakes, FL Stonewood Park Loop 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
2660 Stonewood Park Loop
Land O Lakes FL 34638
Advisors at this office
4
Advisors at this office
Colin D
CFP®, Series 66
Land O Lakes, FL
Lincoln Investment
Colin Denney is a CFP® with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. He has previously worked at Stewardship Advisory Group and Capital Analysts. Denney is also involved in managing insurance business activities through Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves 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 & Research team that develops strategic model portfolios and adaptive strategies.
Sean C
Series 63, Series 65
Land O Lakes, FL
Lincoln Investment
Sean Calleja is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Valic Financial Advisors and Agia. Calleja is also a managing member of an LLC formed with family members to manage a residential rental property. Lincoln Investment is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, 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.
Robert M
Series 63, Series 65
Land O Lakes, FL
Lincoln Investment
Robert Mathisen Jr. is an advisor with Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon totaling 28 years. Mathisen serves as a board member of Champions for Children, a nonprofit focused on preventing child abuse. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers.
John C
Series 63, Series 65
Land O Lakes, FL
Lincoln Investment
John Crager is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Before joining Lincoln Investment in 2025, he spent 10 years with Horace Mann Insurance and Horace Mann Investors, Inc. He is the owner and president of Suncoast Insurance LLC, which specializes in property and casualty insurance sales and service. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using model portfolios, third-party managers, and various platform options.
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