Truman W. Faeh

LINCOLN CAPITAL

Lincoln, NE 68516

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CRD#: 6110504

Professional summary

Truman Wendell Faeh, who also goes by Truman Faeh, is a registered financial advisor currently at LINCOLN CAPITAL, LLC located in Lincoln, Nebraska.

Truman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Truman has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Truman Faeh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. TWO PILLARS CHURCH, NON-PROFIT, START DATE: 06/01/16, 1430 SOUTH STREET, LINCOLN, NE 68502, NON PROFIT, DIRECTOR BENEVOLENCE, FACILITATE BENEVOLENCE REQUESTS, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. LINCOLN CAPITAL LIFE, LLC., START DATE: 04/01/18, 8055 O ST, STE. 125, LINCOLN, NE 68510, LLC, INSURANCE AGENCY, AGENT, DISCUSS INSURANCE NEEDS WITH CLIENTS AND PROSPECTS, HE WILL ALSO IMPLEMENT INSURANCE APPLICATIONS, NOT INVESTMENT RELATED, 40 HOURS PER MONTH, 2 HOURS PER DAY DURING TRADING HOURS. 3. LINCOLN CAPITAL, LLC, START DATE: 12/01/17, 8055 O STREET SUITE 125, LINCOLN, NE 68510, RIA/MARKETING ASSOCIATE, 160 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 4. UNIFIED EMPLOYEE BENEFITS, STATE DATE: 02/01/2019, 1640 S. 70TH STREET, STE. 200, LINCOLN, NE 68506, SUPPLEMENTAL INSURANCE, REFERRAL SOURCE, SALES REFERRALS ONLY, NOT SELLING FOR THE COMPANY BUT WILL REFER CLIENTS/PROSPECTS TO UEB, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Truman Wendell Faeh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2018 - Present

LINCOLN CAPITAL, LLC

Office #1: 6003 Old Cheney Rd Suite 350, Lincoln, NE 68516

RIA

CRD#: 168307

Lincoln, NE

Past

January 2, 2018 - December 15, 2020

MUTUAL SECURITIES, INC.

CRD#: 13092

LINCOLN, NE

Past

May 14, 2014 - December 31, 2017

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

Lincoln, NE

Past

April 1, 2014 - December 31, 2017

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Lincoln, NE

Past

November 27, 2012 - December 11, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LINCOLN, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LINCOLN CAPITAL, LLC

CRD#: 168307 / SEC#: 801-78526

RIA

Registered Investment Advisory firm - (9/18/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(1/9/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/13/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/2012

General Securities Representative Examination

Current Firm

LINCOLN CAPITAL, LLC

CRD#: 168307 / SEC#: 801-78526

RIA

Registered Investment Advisory firm - (9/18/2013 Approved)

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Contact information

Main Address

6003 Old Cheney Rd Suite 350, Lincoln, NE 68516

Mailing Address

Phone number

(402) 483-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (3/18/2025)

FORM ADV PART 2A APPENDIX 1 - WRAP BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,176
AUM (Assets Under Management)	$ 742,867,538

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Truman W. Faeh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Truman Wendell Faeh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

LINCOLN CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2014

SIE

Date: 10/1/2018

Series 7

Date: 11/26/2012

Current Firm

LINCOLN CAPITAL, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINCOLN CAPITAL, LLC

TRUST BUT VERIFY

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