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Stefan Foster Striffler

Lincoln Investment

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About Stefan Foster Striffler

Stefan Striffler is a financial advisor with over 29 years of experience in the financial services industry. Stefan is currently registered with Lincoln Investment and Capital Analysts in Pennsylvania. Stefan has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Stefan’s areas of expertise include financial planning, portfolio management for businesses and individuals, and selection of other advisors. Stefan has earned the Series 6, 7TO, 62, 63, and 65 securities licenses. Stefan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Stefan Striffler is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stefan Striffler’s Registration & Firm History

PA

05/23/2018 - Present

Lincoln Investment (MOUNTVILLE PA)

PA

05/13/2016 - 12/31/2017

SIGNATOR INVESTORS, INC. (DALLASTOWN PA)

PA

10/17/2006 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (WINDSOR PA)

FL

02/04/2004 - 05/10/2006

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

FL

01/02/2004 - 03/15/2004

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

IL

09/13/2001 - 12/31/2003

PMG SECURITIES CORPORATION (ELGIN IL)

IA

06/13/2000 - 09/12/2001

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

PA

09/24/1997 - 11/19/1999

T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)

NJ

11/16/1994 - 09/05/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

VA

10/28/1992 - 11/12/1993

GNA SECURITIES, INC. (GLEN ALLEN VA)

NE

02/17/1992 - 11/10/1992

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)

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Licenses & Designations

IA

Issued 05/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1998

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 02/13/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefan Foster Striffler.
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