Role at Lincoln Investment Planning
- Title on Schedule A
- Elected Manager
- Control
- Edward Forst is a control person of Lincoln Investment Planning.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Edward Forst has held the filed role since August 2015.
The firm
Form ADV filed 20 July 2026
Career on record
Edward Forst has been registered through Lincoln Investment Planning since April 2011.
- Passed Series 24, Series 22TO, Series 99TO and Series 6TO · 2023
- Passed SIE · 2018
- Capital AnalystsCurrent– present · 13 yearsFort Washington, PA · Adviser representative · Firm CRD 162200
- Lincoln InvestmentCurrent– present · 16 yearsFort Washington, PA · Adviser representative · Firm CRD 519
- Passed Series 65 · 1993
- Passed Series 7 · 1982
- Passed Series 63 and Series 1 · 1980
Registrations and exams
Edward Forst has a current investment-adviser registration in Pennsylvania and has passed 9 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Pennsylvania | Investment adviser representative | Approved | 4 April 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 1980 |
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 18 September 1982 |
| Series 1 | Registered Representative Examination | 28 April 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Operations Professional Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
Individual record
- Full name
- Edward Samuel Forst
- CRD
- 708024
- Registration status
- Investment adviser and broker registrations
- Office
- 601 OFFICE CENTER DRIVE, SUITE 300, Fort Washington, PA 19034-3232
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Edward Forst work?
Edward Forst has held the title Elected Manager at Lincoln Investment Planning, LLC since August 2015, and is a control person of the firm.
Is Edward Forst a financial advisor?
Yes. Edward Forst has a current investment-adviser registration in Pennsylvania, through Lincoln Investment Planning since April 2011, as of 17 October 2026.
How many years of experience does Edward Forst have?
Edward Forst has worked in the financial industry for 46 years as of 17 October 2026, counted from 4 May 1980, across 2 adviser firms.
What exams has Edward Forst passed?
Edward Forst has passed 9 licensing exams: the Series 63, Series 1, Series 7, Series 65, SIE, Series 24, Series 22TO, Series 99TO and Series 6TO. The earliest, the Series 63, was passed in April 1980.
Where is Edward Forst based?
Edward Forst’s registered office is in Fort Washington, PA.
Leadership at Lincoln Investment Planning
- Daniel Sean AlexanderExecutive Vice-President, Chief Business Development Officer
- Anthony Charles BuetiExecutive Vice-President, Chief Operating Officer
- Karen Dougherty BuraVice-President, Controller
- Jason Christopher EstesExecutive Vice-President, Chief
- Steven Neil FlaxExecutive Vice-President, Chief Human Resources Officer
- Maureen Ann MattsonExecutive Vice-President, General Counsel & Chief Compliance Officer
- Diane Mulherrin McCarthyExecutive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager
- Shashi MehrotraSenior Vice-President, Chief Investment Officer
- Susan Mary OberliesSenior Vice-President, Deputy General Counsel, Corporate Secretary and Head of Risk