Royal Oak, MI 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
990 North Main Street
Royal Oak MI 48067
Advisors at this office
6
Advisors at this office
Michael P
Series 63, Series 65
Royal Oak, MI
Lincoln Investment
Michael Pesendorfer is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He worked for Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in providing life insurance coverage through his registration with B&P Financial Services Inc. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while supporting advisor-led relationships and acting as a fiduciary for ERISA and retirement advice.
Thomas T
Series 63, Series 65
Royal Oak, MI
Lincoln Investment
Thomas Turchetti is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities, Inc. He also offers life, health, long-term care, and disability income insurance products through a related business activity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, 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 includes advisor-managed and firm-managed model portfolios supported by an in-house investment management and research team, third-party managers, and a layered delivery model involving co-advisers.
Michael P
Series 66, Series 63
Royal Oak, MI
Lincoln Investment
Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds Series 66 and Series 63 licenses and has eight years of industry experience, including prior work at Robert W. Baird from 2017 to 2026. 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 access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.
Christine F
Series 63, Series 65
Royal Oak, MI
Lincoln Investment
Christine Fogg is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Capital Analysts and Legend Equities Corporation. 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 through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.
Mark C
Series 66
Royal Oak, MI
Lincoln Investment
Mark Carpenter Frere is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, with prior roles at Capital Analysts, Michigan Solar, and several financial services firms. Lincoln Investment is a large 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 access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic portfolios and adaptive model strategies.
David W
Series 66
Royal Oak, MI
Lincoln Investment
David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal investment management team and access to third-party managers.
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