Fundraisers / Lincoln Financial Advisors Corp.
FundraiserRegistered broker-dealer
Lincoln Financial Advisors Corp.
FINRA 3978 · placing rounds since Feb 2016
19company rounds placed
6in the last two years, last Mar 2026
$21.2Bsold in the rounds they placed
6.4%typical commission; the median firm takes 4.9%
Named on 24 Form D filings as paid to sell the offering: 19 for operating companies, 2 for funds, 3 for real estate. 5 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q4426Q1
What they place
- Oil and Gas63%
- Insurance37%
How big the rounds are
- Under $1M18
- $1M to $5M1
- $5M to $20M0
- $20M to $100M0
- $100M+13
Where the companies are
NY22IN9PA3TX1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: Lincoln Financial Advisors Corp.Insurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: Lincoln Financial Advisors Corp.Insurance$546M
Mar 2026New York Life Insurance & Annuity CorpAgents: Lincoln Financial Advisors Corp.Insurance$505M
Mar 2026New York Life Insurance & Annuity CorpAgents: Lincoln Financial Advisors Corp.Insurance$136M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$2.7B
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$2.4B
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$2.0B
Dec 2021Protective COLI PPVULAgents: Mike NolanPooled Investment Fund$463M
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$1.7B
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$2.3B
Feb 2020Daytona Multifamily Opportunity Zone, L.L.C.Other Real Estate$17M
Feb 2020Fayetteville Student Housing DSTOther Real Estate$17M
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$1.8B
May 2019Denver Hospitality Portfolio DSTAgents: BRIAN COHEN GREENBERGOther Real Estate$6.2M
Dec 2018Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$1.5B
Dec 2017Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael E. NolanInsurance$1.1B
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jun 2016Strategic Energy Income Fund IV L.P.Agents: John Jacobs Sr.Oil and Gas$200k
May 2016Strategic Energy Income Fund IV L.P.Agents: Kevin McGradyOil and Gas$50k
Feb 2016Coli Vul-7 Series AccountAgents: Michael E. NolanPooled Investment Fund$1.2B
Feb 2016Strategic Energy Income Fund IV L.P.Agents: Peter MallerOil and Gas$50k
Feb 2016Strategic Energy Income Fund IV L.P.Agents: John McCarthy IIIOil and Gas$50k
Dec 2015Genesis Drilling Program IX LPAgents: Richard BrownsteinOil and Gas$50k
Dec 2015Genesis Drilling Program IX LPAgents: Kevin McGradyOil and Gas$75k
Dec 2015Genesis Drilling Program IX LPAgents: Richard FloodOil and Gas$50k
Dec 2015Genesis Drilling Program IX LPAgents: Maurice Naylon IIIOil and Gas$100k
Dec 2015Genesis Drilling Program IX LPAgents: John BussaOil and Gas$120k
Dec 2015Genesis Drilling Program IX LPAgents: Todd AndersonOil and Gas$150k
Dec 2015Genesis Drilling Program IX LPAgents: Philip MoshierOil and Gas$125k
Dec 2015Genesis Drilling Program IX LPAgents: Amy OviedoOil and Gas$185k
Dec 2015Genesis Drilling Program IX LPAgents: Philip MoshierOil and Gas$50k
Dec 2015Genesis Drilling Program IX LPAgents: Tom SnowOil and Gas$100k
Nov 2015Genesis Drilling Program IX LPAgents: Michael CirinoOil and Gas$100k
Nov 2015Genesis Drilling Program VIII LPAgents: Russell LowryOil and Gas$225k
Nov 2015Genesis Drilling Program VIII LPAgents: Robert RebussiniOil and Gas$175k
Nov 2015Genesis Drilling Program VIII LPAgents: Daniel L. WhittenburgOil and Gas$100k
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
Feb 2015Coli Vul-7 Series AccountAgents: MIchael E NolanPooled Investment Fund$1.2B
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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