Lincoln Investment

Investment Advisor
in Farmington, MI

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About this Advisor

Eric Giosa is a financial advisor who works in Farmington, Michigan with 7 years of industry experience. Giosa is on the advisory team at Lincoln Investment. Giosa has gained experience at Student, Rapid City Rush, Total Package Hockey, Transamerica Financial Advisors, Inc, Core Group Usa, Kevin Nast, Lincoln Investment Planning LLC and Consolidated Financial. Giosa maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Lincoln Investment is a registered investment company headquartered in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 financial advisors. It oversees $15 billion in total assets between its 200,217 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 200,217 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on the services offered. However, fee types charged by Lincoln Investment most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

29905 Middlebelt Rd
Farmington, MI 48334

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Lincoln Investment Brokerage Details

Total Assets Under Management


MI Average: $15,833,994,310
Total Number of Employees


MI Average: 41
Total Number of Accounts


MI Average: 3,342
Average Account Size


MI Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eric Giosa Work History

Eric has been registered as a financial advisor for 7 years.*

2016 - Present (7 years)

Lincoln Investment Planning LLC

2016 - Present (7 years)

Consolidated Financial

2015 - 2015 (< 1 year)


2015 - 2015 (< 1 year)

Transamerica Financial Advisors, Inc

2015 - 2015 (< 1 year)

Core Group Usa

2015 - 2015 (< 1 year)

Kevin Nast

2014 - 2014 (< 1 year)

Total Package Hockey

2013 - 2014 (1 year)

Rapid City Rush

2013 - 2013 (< 1 year)

Total Package Hockey

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Eric Giosa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Stephen Schultz
Horsham, PA
John Cruse
Royal Oak, MI
Roger Miller
Independence, OH
Sebastiano Mancarella
Ashburn, VA
Shawn Wears
Fort Washington, PA
Donald Jereb
Independence, OH
Thomas Riley
Schaumburg, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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