Career
Daniel Herr has been Director of Lincoln Financial Investments since August 2026. Daniel Herr is a control person of the firm and directly owns under 5% of it.
Lincoln Financial Investments Corporation is a Radnor, PA firm with $102B under management, 129 clients and 18 advisers across 2 offices, as of its September 2026 filing.
No adviser firm registrations are on Daniel Herr’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 July 1992 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Daniel Paul Herr
- CRD
- 2254960
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Daniel Herr work?
Daniel Herr has been Director of Lincoln Financial Investments Corporation since August 2026, and is a control person of the firm.
Does Daniel Herr have a current investment-adviser registration?
Daniel Herr has no current investment-adviser or broker registration.
What exams has Daniel Herr passed?
Daniel Herr has passed 2 licensing exams: the Series 6 and Series 99TO. The earliest, the Series 6, was passed in July 1992. FINRA credited Daniel Herr with the SIE, which began in October 2018.
Leadership at Lincoln Financial Investments
- Paul ChryssikosSenior Vice President & Chief Legal Officer
- James HoffmayerVice President, Chief Accounting Officer and Treasurer
- Gordon HuellmantelDirector, Senior Vice President
- John MorrissDirector, Chairman & President
- John WestonChief Compliance Officer & Vice President
- Adam CohenDirector
- Matthew CondosDirector
- John KennedyDirector
- Laura MuseDirector