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  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

  • Attorney David Meyer is a member of the Million Dollar Advocates Forum, an organization recognizing attorneys who have secured million dollar cases.

  • Martindale-Hubbell® Peer Review Ratings™ has recognized attorney David Meyer as an AV Preeminent® attorney in High Ethical Standing.

  • Attorneys David Meyer and Matthew Wilson have received a 10 out of 10 “Superb” rating on Avvo, calculated based on stringent and exhaustive criteria.

  • Attorney David Meyerhas been selected to the list of the Best Lawyers in America® for Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs every year since 2011.

  • Attorney David Meyer was selected as the 2015 Lawyer of the Year for Professional Malpractice Law – Plaintiffs for Columbus, OH by Best Lawyers®.

  • Meyer Wilson was ranked as a Tier 1 Best Law Firm for both Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs by U.S. News.

Lincoln Investment Planning, Inc.

Investment Fraud Lawyers Are Prepared to Fight For You

Lincoln Investment Planning, Inc. is a full-service broker-dealer founded in 1968 by Nick Forst. Investment products and services available through Lincoln Investment include: risk management services, insurance, individual securities, mutual funds, annuities, retirement, and planning services. The firm's headquarters are located in Wyncote, PA, just outside of Philadelphia. Today Lincoln Investment Planning has 305 offices and 800+ financial professionals providing investment and retirement products to individuals and employers.

As a member of the Financial Industry Regulatory Authority (FINRA), Lincoln Investment Planning is required by law to supervise their brokers, thus ensuring ethical, honorable dealings. When supervision is lax, unscrupulous representatives are allowed to operate fraudulently, causing major, wrongful losses to investors. When this happens, FINRA gives investors the right to file claims that hold Lincoln Investment Planning legally liable to repay the damages.

Red Flags for Investors

In 2012, Lincoln Investment Planning bought Capital Analysts Incorporated, merging in both assets and representatives. This essentially doubled their operations. What may concern potential, current, and former investors is that this merger means that the representatives of Capital Analysts Incorporated, a firm with checkered history, now represent Lincoln Investment Planning. The name “Capital Analysts” should be familiar to some – their representative, Kenneth Wayne McLeod, stole $30 million from 150 federal employees in a massive Ponzi scheme just a few years ago. The scheme was discovered eventually, but McLeod killed himself before allowing himself to face the consequences of his actions.

The facts of this merger raise some concerns. One, doubling a firm’s representative workforce brings with it the administrative challenge of holding each of those brokers accountable with competent supervisory procedures. In addition to this managerial issue, Lincoln has filled its representative team with brokers from a firm that demonstrated a complete lack of supervision over a broker with a prior history of misconduct. That effects of that sort of corporate culture would require vast resources to undo.

We Hold Financial Goliaths Accountable

If you have suffered significant losses because a Lincoln broker dealt with you dishonestly or negligently, you have a right to hold Lincoln Investment Planning responsible. However, while FINRA provides investors with the legal opportunity, their aim is enforcing financial law for the whole industry – Meyer Wilson’s aim is to recover your losses. Our attorneys recovered $350 million for our clients. We have the skill, experience, and resources to do the same for you. Don’t let investment firms get away with wrongfully losing your money.

Find out your next move. Contact Meyer Wilson to request a free case evaluation today.

Need More Information?

Investment misconduct can be complex and confusing. That’s why we’re here to help you. Visit our Common Questions page to find in depth answers directly from our attorneys. Get More Answers
Have You Been a Victim of Investment Fraud?

You trusted your financial advisor with your money, but now you're left wondering what went wrong. If you or a loved one suffered losses because of investment misconduct, Meyer Wilson can step in and fight to recover your losses. The team of investment fraud lawyers at the firm has been helping people like you since 1999 by winning judgments, settlements and verdicts worth hundreds of millions of dollars against brokerage firms, financial advisors and banks.

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