Lincoln Rock is a registered investment advisor, based in Edina, MN, with 5 years of industry experience.
Location
250 Southdale Center, Edina, MN, 55435
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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
Lincoln is a fixed insurance sales agent with 49 Financial through Financial Independence Group since 2019, dedicating about 10% of their time. Lincoln also works as an investment advisor representative with 49 Wealth Management (since 2020, nearly full-time) and as a registered representative with Oakwood Capital Securities (since 2024, about a quarter of their time).
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations11 states
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