Advisors at this firm
Judd N
Series 63, Series 65
Lincoln, NE
Lincoln Capital, LLC
Judd Norman is a financial advisor with Lincoln Capital, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mutual Securities, Inc. and Lincoln Capital since 2013. Outside of his advisory role, he owns a ranch in Whitney, Nebraska, and has ownership interests in several insurance-related businesses. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million across 550 clients, offering portfolio management, financial planning, consulting, and referrals to third-party money managers, with an investment approach that includes individualized portfolios and the option for discretionary management.
Truman F
Series 66
Lincoln, NE
Lincoln Capital, LLC
Truman Faeh is a financial advisor with Lincoln Capital, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Capital and Mutual Securities since 2018 and previously at Client One Securities and Trinity Financial from 2014 to 2017. Outside of his advisory work, Faeh serves as Director of Benevolence for Two Pillars Church, a nonprofit organization in Lincoln, Nebraska. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million for about 550 clients through a team-based approach, offering portfolio management, financial planning, and consulting services.
Brett N
Series 63, Series 65
Lincoln, NE
Lincoln Capital, LLC
Brett Neal is a financial advisor with Lincoln Capital, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Mutual Securities, Inc. and Lincoln Capital since 2013. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million for about 550 clients through a team of four advisors, offering portfolio management, financial planning, consulting, and third-party money manager referrals. Their investment process includes creating individualized portfolios and ongoing monitoring, with a distinctive wrap fee program and a blend of fee-based advisory and commissionable product services.
Brian S
Series 63, Series 65
Lincoln, NE
Lincoln Capital, LLC
Brian Swim is a financial advisor at Lincoln Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including The Leaders Group Inc and Ameritas Investment Corp. Outside of advisory work, he is involved in life insurance consulting through related insurance agencies. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million for about 550 clients, offering portfolio management, financial planning, and consulting services with a focus on individualized portfolios and ongoing monitoring.