Wealthcare Advisory Partners
47yrs
Top advisor by experience in Horsham
12yrs
Stephen Schultz
Financial advisor at Lincoln Investment
Stephen Schultz has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Horsham, Pennsylvania. Stephen has been with Lincoln Investment since 2014. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 109 advisors with offices in Horsham, and one of 89 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office5 Walnut Grove Drive Suite 240, Horsham, PA 19044
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCapital AnalystsCurrent
- 2014 – nowLincoln InvestmentCurrent firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Lincoln Investment at (215) 887-8111 and ask for Stephen Schultz. Stephen works from the Horsham, PA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen 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 Stephen 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.
Other advisors nearby
Lincoln Investment
45yrs
Top 1% by experience in Pennsylvania
Lincoln Investment
44yrs
Top 1% by experience nationwide
MML Investors Services
43yrs
Top 1% by experience at MML Investors Services
Lincoln Investment
43yrs
Top 2% by experience nationwide
LPL Financial
42yrs
Top 2% by experience at LPL Financial