Wells Fargo Advisors
47yrs
Top 1% by experience in New Jersey
31yrs
Brian Biehl is a fiduciary financial advisor in Marlton, New Jersey, with 31 years in the industry. Brian joined Lincoln Investment in 2016, after less than a year at Questar Asset Management and four years at Meeder Advisory Services. Brian holds the CFP® designation.
One of 392 advisors with offices in Marlton, and one of 353 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
OfficeSuite 10201 10000 Sagemore Drive, Marlton, NJ 08053
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowCapital AnalystsCurrent
- 2016 – nowLincoln InvestmentCurrent firm
- Apr 2016 – Aug 2016Questar Asset Management, Inc.Previously
- 2011 – 2014Meeder Advisory Services, Inc.Previously
- 2011 – 2014Meeder Asset Management, Inc.Previously
- Nov 2009 – Oct 2010MerrillPreviously
- Mar 2009 – Oct 2009Wells Fargo Clearing Services, LLCPreviously
- Mar 2008 – Feb 2009Icon Advisers, Inc.Previously
Earlier career (1 more)
- 2002 – 2008Lincoln InvestmentPreviously
Contact Brian
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for Brian. Suite 10201 10000 Sagemore DriveMarlton, NJ 08053Office · Get directions Facebook pageLincoln Investment
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Lincoln Investment at (215) 887-8111 and ask for Brian Biehl. Brian works from the Marlton, NJ office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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