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Chad Brennan

Advisor at Lincoln Investment

Updated today

Location

Guyton, GA

Credentials

Series 66

Industry experience

1 year

About

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management, and ran Brennan Financial Services. Outside of his advisory role, Brennan serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, portfolio management, and advisory services.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Founder/Business Owner Retired

Demographic focus

Based on Lincoln Investment

Approaching retirement HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Flat fees possible for financial planning services; fees negotiated individually

Percentage

$0 - $500,000: Wealth Solutions Platform Fee: 0.15%; Workplace Retirement Solutions Platform Fee: 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee: 0.12%; Workplace Retirement Solutions Platform Fee: 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee: 0.10%; Workplace Retirement Solutions Platform Fee: 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee: 0.08%; Workplace Retirement Solutions Platform Fee: 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee: 0.06%; Workplace Retirement Solutions Platform Fee: 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee: 0.04%; Workplace Retirement Solutions Platform Fee: 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee: 0.03%; Workplace Retirement Solutions Platform Fee: 0.15% $35,000,000.01+: Wealth Solutions Platform Fee: 0.02%; Workplace Retirement Solutions Platform Fee: 0.15%

Commissions

Lincoln Investment is also a broker-dealer and insurance agency; commissions and related fees apply to brokerage services and insurance products

Project-based

Hourly fees possible for financial planning services; fees negotiated individually

Other

Minimum fee: Minimum annual Platform Fee of $100.00 per year for Lincoln Signature Solutions Client Custom Portfolios Program Fee-only: Financial planning services offered on flat or hourly fee basis; fees negotiated individually; hourly or flat fees disclosed in Planning Services Agreement

Location

Guyton, GA

Most active in

Florida · Georgia

Work history

Lincoln Investment

2025 - Present (1 year)

Mashview Bible Camp

2025 - Present (1 year)

Thrivent Financial

2024 - 2025 (1 year)

Thrivent Investment Management

2024 - 2025 (1 year)

Brennan Financial Services

2022 - 2024 (2 years)

Dynetics, Inc.

2008 - 2021 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert F

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Springfield, GA

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Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

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Michael T

CFP®, Series 63, Series 66

Guyton, GA

Capital Analysts

Michael Thames is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Capital Analysts and Lincoln Investment. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Thames is also a finance committee member at Gateway Church, where he participates in quarterly meetings to discuss church finances and projects. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs an in-house Investment Management & Research team that constructs model portfolios using quantitative screening and proprietary fund lists, offering a range of mutual fund, ETF, and stock models with various discretionary options.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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