Brian
Swim
Lincoln Capital, LLC
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About this Advisor
Brian Swim is a financial advisor who works out of Lincoln, Nebraska with a total of 1 year of relevant experience. Swim is currently employed by Lincoln Capital, LLC. Throughout their career, Swim has worked at Cls Investments, LLC, Northern Lights Distributors, LLC, Sterneck Capital Management, LLC, American Micro Co, Insurance Agency Marketing Services, Inc, The Leaders Group Inc, Lincoln Capital LLC, Ameritas Invesment Corp and Ameritas Life Insurance Corp. Swim holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Nebraska. Lincoln Capital, LLC is an advisory business operating out of Lincoln, NE. It handles $540 million in assets under management between its 1,068 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 1,068 customer accounts, 38% belong to high-net-worth clients who have more than $1 million in assets. Lincoln Capital, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which service is provided. However, fees charged by Lincoln Capital, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Capital, LLC Brokerage Details
$540,387,470
10
1,068
$505,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Swim Work History
Brian has been registered as a financial advisor for 1 years.*
Lincoln Capital LLC
Insurance Agency Marketing Services, Inc
The Leaders Group Inc
Ameritas Invesment Corp
Ameritas Life Insurance Corp
Sterneck Capital Management, LLC
American Micro Co
Cls Investments, LLC
Northern Lights Distributors, LLC
*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.
Disclosures
Please visit the SEC profile of Brian Swim 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 Capital, LLC
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
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 profile-compliance@smartasset.com.
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