Christopher Kelm Email Address

Vice President Operations

Lincoln Investment Planning, Inc. is an independent, full-service broker/dealer that provides quality investment and retirement products and services to individuals and employers. Our focus has always been to identify the current and anticipated investment needs of our clients, and to help them successfully plan to meet these needs. In doing so we have developed a reputation for high-tech, innovative service that has made us an industry leader specializing in the 403(b) retirement plan marketplace. As a pioneer in the 403(b) market, Lincoln has serviced schools and other non-profit organizations for over 30 years. In 1974, Lincoln received a boon when the Employee Retirement Income Security Act (ERISA) allowed new investment vehicles within 403(b) plans. Lincoln welcomed this new legislation, and responded by developing services and products to help 403(b) plan participants take advantage of the new investment opportunity. Today, our leadership in the 403(b) and related markets enables us to successfully serve organizations in the for-profit sector as well, and includes 401(k) and other for-profit retirement plans.

Financial Services Industry Professional with background that includes Operations Leadership, Business Development, and Relationship Management. Proven ability to analyze business challenges, identify best practices, build revenue, and drive efficiency across range of Investment Banking and Investment Management products and services. Extensive knowledge of operating and regulatory environment of FINRA Broker Dealer and SEC-licensed Registered Investment Advisor. Proven leadership, process improvement, and team-building skills. Specialties: Series 27 Financial and Operations Principal Series 24 General Securities Principal Series 53 Municipal Securities Principal Series 7 General Securities Representative