Advisors at this firm
Stephen D
Series 63
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Stephen Dennis is a financial advisor with Lincoln Douglas Investments, LLC in Mt. Vernon, Ohio. He holds a Series 63 designation and has 24 years of industry experience. Dennis has been with Lincoln Douglas Investments since 2011, working as part of an eight-advisor team. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios across various asset classes.
Brandon B
Series 66
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.
Terry H
Series 63, Series 65
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Douglas since 2014. Outside of his advisory role, he is involved in selling life, medical, and Medicare supplemental insurance as an insurance agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm employs a variety of investment strategies based on client risk profiles, using technical charting, fundamental analysis, and cyclical approaches.
Kenneth D
Series 66
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.
Zachary D
Series 63
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Zachary Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 10 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Douglas Investments since 2013. Outside of his advisory role, he is involved with Madison Collins Stevens Insurance and works as a driver for Lyft. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical, fundamental, and cyclical analysis to build portfolios tailored to client risk profiles.
Nick B
CFP®, Series 63, Series 66
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Nick Burson is a CFP®-certified financial advisor with 15 years of industry experience. He has been with Lincoln Douglas Investments, LLC since 2011. Outside of his advisory role, he serves as the unpaid treasurer for the AM Spirit Chapter, a professional networking group. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage client portfolios.
Nathaniel F
Series 66
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Nathaniel Fowler is a financial advisor at Lincoln Douglas Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Lincoln Douglas Investments since 2020. Outside of his advisory role, he is involved in cryptoeconomic research as an independent contractor and operates an online package and shipping retail business. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build diversified portfolios and offers programmatic management through an advisory program where it acts as broker-dealer.
Tenesha H
CFP®
Mt. Vernon, OH
Lincoln Douglas Investments, LLC
Tenesha Hartgrove is a CFP® professional with seven years of experience, currently with Lincoln Douglas Investments, LLC. Her background includes roles at Intuit and Ron Lykins CPAs, and she is involved in accounting and consulting through her work with Ncrease Financial Services and YLDJ Consulting. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm utilizes a combination of technical, fundamental, and cyclical analysis to construct portfolios tailored to client risk profiles.
Brian M
Series 63
Georgetown, GA
Lincoln Douglas Investments, LLC
Brian Mohney is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Lincoln Douglas Investments since 2011 and concurrently serves as FINOP/CCO for Sovereign Global Advisors LLC. Outside of finance, he owns Mohney Enterprises LLC, a dry ice blasting services and rental business. Lincoln Douglas Investments provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage diversified portfolios.