Brian Swim is a registered investment advisor at Lincoln Capital, LLC, based in Lincoln, NE, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 593 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Capital offers two investment management services:
- Comprehensive Portfolio Management: The fee is up to 2.60% annually of the value of your account, billed quarterly in advance.
- Individual Plan Participant Management Services: The fee ranges from 0.35% to 0.75% annually, billed quarterly in advance. This service is for retirement plan accounts.
Location
6003 Old Cheney Road, Suite 350, Lincoln, NE, 68516
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an insurance agent for Family First Life Insurance since July 2022, spending minimal time monitoring policies. He also works as an insurance agent for Lincoln Capital Life, LLC since November 2022, dedicating about 10-20% of his time consulting on life insurance needs.
Employment History
Current Registrations
Lincoln Capital, LLC
Previous Registrations
The Leaders Group, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Sterneck Capital Management LLC
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.