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Lincoln Investment Planning

Lincoln Investment Planning
Regional

Lincoln Investment Names Kathy Leckey CEO in Planned Leadership Transition

June 9, 2026June 8, 2026 - by Timothy Alexander

FORT WASHINGTON, PA — Lincoln Investment has promoted President and Chief Operating Officer Kathy Leckey to chief executive officer, completing a multi-year succession plan at the independent broker-dealer and registered …

Lincoln Investment Names Kathy Leckey CEO in Planned Leadership Transition Read More

Lincoln Investment Planning
Regional

Lincoln Investment Appoints Anthony Bueti as Chief Operating Officer

May 7, 2026May 6, 2026 - by Timothy Alexander

FORT WASHINGTON, PA — Lincoln Investment Planning, LLC appointed Anthony Bueti as chief operating officer as part of a broader executive restructuring aimed at supporting growth and operational scale across …

Lincoln Investment Appoints Anthony Bueti as Chief Operating Officer Read More
Lincoln Investment Planning
Regional

Lincoln Investment Adds Advisors Wilcox, Niemiec to Wealth Platform

April 8, 2026April 7, 2026 - by Timothy Alexander

FORT WASHINGTON, PA — Lincoln Investment Planning LLC has added financial advisors Curtis Wilcox and Paul Niemiec to its broker-dealer and registered investment adviser platform as part of an expansion …

Lincoln Investment Adds Advisors Wilcox, Niemiec to Wealth Platform Read More

Lincoln Investment Planning
Regional

Lincoln Investment Executive Named to FSI Board of Directors

March 1, 2026February 28, 2026 - by Timothy Alexander

FORT WASHINGTON, PA — Lincoln Investment Planning, LLC announced that President and Chief Operating Officer Kathy Leckey will join the Financial Services Institute Board of Directors in 2026.

Lincoln Investment Executive Named to FSI Board of Directors Read More
Lincoln Investment Planning
Regional

Lincoln Investment Expands Executive Leadership Team with Key Appointments

August 21, 2025August 20, 2025 - by Timothy Alexander

FORT WASHINGTON, PA — Lincoln Investment Planning, LLC has strengthened its executive leadership team with the appointments of Jason Estes as Chief Information and Technology Officer and Dan Alexander as …

Lincoln Investment Expands Executive Leadership Team with Key Appointments Read More

Lincoln Investment Planning
Regional

Kathy Leckey Named President of Lincoln Investment Planning

March 29, 2025March 28, 2025 - by Timothy Alexander

FORT WASHINGTON, PA — Lincoln Investment Planning, LLC has announced Kathy Leckey as its new president, marking a historic shift as she becomes the first non-family member to hold the position …

Kathy Leckey Named President of Lincoln Investment Planning Read More

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