The Lincoln National Life Insurance Company (Fort Wayne)

Name: The Lincoln National Life Insurance Company
Address: 1300 S Clinton Street, Fort Wayne, IN, 46802
Telephone: 260-455-2000

The Lincoln National Life Insurance Company is a large advisory firm based in Fort Wayne. It manages $3.1 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.

The Lincoln National Life Insurance Company provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Lincoln National Life Insurance Company: assets under management

The assets under management (AUM) of The Lincoln National Life Insurance Company is $3.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Lincoln National Life Insurance Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Lincoln National Life Insurance Company

Lawrence Thomas Rowland has been acting as President since 1 Jan 1997. Frederick John Crawford joined the executive team most recently as the Executive Vice President, Corporate Development & Investments.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lincoln National Corporation	Holding company	1 Oct 1968	75% - 100%	35-1140070
Richard Charles Vaughan	Director	1 Jun 1994	Other	2508267
Lawrence Thomas Rowland	Director	1 Jan 1997	Other	707046
Jon Andrew Boscia	President, director	1 Mar 1998	Other	1505307
Elizabeth Ann Frederick	Senior vice president, general counsel	1 Jul 1999	Other	4335307
Elizabeth A. Frederick	Vice president, general counsel	1 Jul 1999	Other	35-0472300
Robert Anthony Picarello	Vice president and general counsel of life insurance	1 Jan 2000	Other	2265294
Robert A. Picarello	Vice president and general counsel of life insurance	1 Jan 2000	Other	35-0472300
Janet Claire Chrzan	Vice president and chief financial officer, director	1 Apr 2000	Other	2505844
John Hale Gotta	Executive vice president and chief executive officer of life insurance, director	1 Jun 2000	Other	4335336
Michael Scott Smith	Vice president, appointed actuary	1 Jun 2000	Other	4335318
John H. Gotta	Executive vice president and chief executive officer of life insurance, director	1 Jun 2000	Other	35-0472300
Stephen Hinsdale Lewis	Director	1 Jun 2000	Other	1359429
Michael S. Smith	Vice president, appointed actuary	1 Jun 2000	Other	35-0472300
Lorry James Stensrud	Executive vice president and chief executive officer of annuities, director	1 Jul 2000	Other	435200
Charles Edgar Jr Haldeman	Director	1 Jul 2000	Other	1754009
Westley Vander Thompson	Senior vice president and chief executive officer of lincoln life distributors	1 Jul 2000	Other	1806289
Charles E Haldeman	Director	1 Jul 2000	Other	35-0472300
Westley V. Thompson	Senior vice president and chief executive officer of lincoln life distributors	1 Jul 2000	Other	35-0472300
Mark Eugene Reynolds	Senior vice president and chief administrative officer	1 Apr 2001	Other	2402410
William Paul Boscow	Senior vice president and chief marketing officer	1 Apr 2001	Other	1341041
See Yeng Quek	Director	1 May 2001	Other	1938493
Barbara S Kowalczyk	Director	1 Dec 2001	Other	4525951
Jude Thaddeus Driscoll	Director	1 Jan 2003	Other	1817416
John Hale Gotta	Executive officer of life insurance & retirement services, director	1 Jun 2003	Other	4335336
Robert Anthony Picarello	Vice president and general counsel of life insurance and retirement services	1 Jun 2003	Other	2265294
Todd Royce Stephenson	Senior vice president and chief financial officer, director	1 Jun 2003	Other	3124624
Gary Wayne Parker	Senior vice president and chief product officer	1 Jun 2003	Other	2541390
Donna Dolde Derosa	Senior vice president and chief operating officer	1 Jun 2003	Other	4697924
David Anthony Fravel	Senior vice president and chief operating officer	1 Jun 2003	Other	4699483
Christine Spencer Frederick	Vice president and chief compliance officer	1 Feb 2004	Other	2641636
John Hale Gotta	President, director	1 Jul 2004	Other	4335336
Donna Dolde Derosa	Senior vice president and chief operating officer, director	1 Jul 2004	Other	4697924
Michael Scott Smith	Senior vice president and chief financial officer, director	1 Dec 2004	Other	4335318
Fredrick John Crawford	Director	1 Mar 2005	Other	4443207
Gary Wayne Parker	Chief executive officer of broker/dealer operations	1 Aug 2005	Other	2541390
Westley Vander Thompson	Director	1 Apr 2006	Other	1806289
Fredrick John Crawford	Chief financial officer, director	1 Apr 2006	Other	4443207
Dennis R Glass	President, director	1 Apr 2006	Other	2897098
Mark E Konen	Director	1 Apr 2006	Other	5150090
Warren Hamilton May	Ceo/broker- dealer operations	1 Jun 2006	Other	841460
Terrence James Mullen	Chief executive officer	1 Dec 2006	Other	1680101
Keith James Ryan	Vice president and director	1 Oct 2007	Other	2709700
John Arthur Weston	Vice president and investment adviser chief compliance officer	1 Sep 2008	Other	1244146
Frederick John Crawford	Chief financial officer, director & co-chairman of investment committee	1 Jan 2010	Other	4443207
Mark E Konen	Senior vice president , director & co-chairman of investment committee	1 Jan 2010	Other	5150090
Charles Carmen Cornelio	Executive vice president and director	1 Jan 2010	Other	2081506
Frederick John Crawford	Executive vice president, corporate development & investments	1 Feb 2011	Other	4443207
Randal Jay Freitag	Executive vice president and chief financial officer	1 Feb 2011	Other	5400082

Based in Fort Wayne

The principal office where The Lincoln National Life Insurance Company performs its advisory services is located at 1300 S Clinton Street, Fort Wayne, IN 46802 The mailing address of the firm is P.O. Box 1110, Fort Wayne, IN 46801. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-455-2000 or by fax 260-455-6777. The normal business hours are 7:30 to 4:30 on Monday - Friday. You can find more information about the New York firm at www.lincolnlife.com.