The Lincoln National Life Insurance Company (Fort Wayne)


The Lincoln National Life Insurance Company is a large advisory firm based in Fort Wayne. It manages $3.1 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.

The Lincoln National Life Insurance Company provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Lincoln National Life Insurance Company: assets under management

The assets under management (AUM) of The Lincoln National Life Insurance Company is $3.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Lincoln National Life Insurance Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Lincoln National Life Insurance Company

Lawrence Thomas Rowland has been acting as President since 1 Jan 1997. Frederick John Crawford joined the executive team most recently as the Executive Vice President, Corporate Development & Investments.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Lincoln National Corporation Holding company 1 Oct 1968 75% - 100% 35-1140070
Richard Charles Vaughan Director 1 Jun 1994 Other 2508267
Lawrence Thomas Rowland Director 1 Jan 1997 Other 707046
Jon Andrew Boscia President, director 1 Mar 1998 Other 1505307
Elizabeth Ann Frederick Senior vice president, general counsel 1 Jul 1999 Other 4335307
Elizabeth A. Frederick Vice president, general counsel 1 Jul 1999 Other 35-0472300
Robert Anthony Picarello Vice president and general counsel of life insurance 1 Jan 2000 Other 2265294
Robert A. Picarello Vice president and general counsel of life insurance 1 Jan 2000 Other 35-0472300
Janet Claire Chrzan Vice president and chief financial officer, director 1 Apr 2000 Other 2505844
John Hale Gotta Executive vice president and chief executive officer of life insurance, director 1 Jun 2000 Other 4335336
Michael Scott Smith Vice president, appointed actuary 1 Jun 2000 Other 4335318
John H. Gotta Executive vice president and chief executive officer of life insurance, director 1 Jun 2000 Other 35-0472300
Stephen Hinsdale Lewis Director 1 Jun 2000 Other 1359429
Michael S. Smith Vice president, appointed actuary 1 Jun 2000 Other 35-0472300
Lorry James Stensrud Executive vice president and chief executive officer of annuities, director 1 Jul 2000 Other 435200
Charles Edgar Jr Haldeman Director 1 Jul 2000 Other 1754009
Westley Vander Thompson Senior vice president and chief executive officer of lincoln life distributors 1 Jul 2000 Other 1806289
Charles E Haldeman Director 1 Jul 2000 Other 35-0472300
Westley V. Thompson Senior vice president and chief executive officer of lincoln life distributors 1 Jul 2000 Other 35-0472300
Mark Eugene Reynolds Senior vice president and chief administrative officer 1 Apr 2001 Other 2402410
William Paul Boscow Senior vice president and chief marketing officer 1 Apr 2001 Other 1341041
See Yeng Quek Director 1 May 2001 Other 1938493
Barbara S Kowalczyk Director 1 Dec 2001 Other 4525951
Jude Thaddeus Driscoll Director 1 Jan 2003 Other 1817416
John Hale Gotta Executive officer of life insurance & retirement services, director 1 Jun 2003 Other 4335336
Robert Anthony Picarello Vice president and general counsel of life insurance and retirement services 1 Jun 2003 Other 2265294
Todd Royce Stephenson Senior vice president and chief financial officer, director 1 Jun 2003 Other 3124624
Gary Wayne Parker Senior vice president and chief product officer 1 Jun 2003 Other 2541390
Donna Dolde Derosa Senior vice president and chief operating officer 1 Jun 2003 Other 4697924
David Anthony Fravel Senior vice president and chief operating officer 1 Jun 2003 Other 4699483
Christine Spencer Frederick Vice president and chief compliance officer 1 Feb 2004 Other 2641636
John Hale Gotta President, director 1 Jul 2004 Other 4335336
Donna Dolde Derosa Senior vice president and chief operating officer, director 1 Jul 2004 Other 4697924
Michael Scott Smith Senior vice president and chief financial officer, director 1 Dec 2004 Other 4335318
Fredrick John Crawford Director 1 Mar 2005 Other 4443207
Gary Wayne Parker Chief executive officer of broker/dealer operations 1 Aug 2005 Other 2541390
Westley Vander Thompson Director 1 Apr 2006 Other 1806289
Fredrick John Crawford Chief financial officer, director 1 Apr 2006 Other 4443207
Dennis R Glass President, director 1 Apr 2006 Other 2897098
Mark E Konen Director 1 Apr 2006 Other 5150090
Warren Hamilton May Ceo/broker- dealer operations 1 Jun 2006 Other 841460
Terrence James Mullen Chief executive officer 1 Dec 2006 Other 1680101
Keith James Ryan Vice president and director 1 Oct 2007 Other 2709700
John Arthur Weston Vice president and investment adviser chief compliance officer 1 Sep 2008 Other 1244146
Frederick John Crawford Chief financial officer, director & co-chairman of investment committee 1 Jan 2010 Other 4443207
Mark E Konen Senior vice president , director & co-chairman of investment committee 1 Jan 2010 Other 5150090
Charles Carmen Cornelio Executive vice president and director 1 Jan 2010 Other 2081506
Frederick John Crawford Executive vice president, corporate development & investments 1 Feb 2011 Other 4443207
Randal Jay Freitag Executive vice president and chief financial officer 1 Feb 2011 Other 5400082

Based in Fort Wayne

The principal office where The Lincoln National Life Insurance Company performs its advisory services is located at 1300 S Clinton Street, Fort Wayne, IN 46802 The mailing address of the firm is P.O. Box 1110, Fort Wayne, IN 46801. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-455-2000 or by fax 260-455-6777. The normal business hours are 7:30 to 4:30 on Monday - Friday. You can find more information about the New York firm at www.lincolnlife.com.

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