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Jeffrey Wilhelms, financial advisor Phoenix AZ

Jeffrey Wilhelms

CRD Number: 3097080
Current Firm: Lincoln Investment
Compensation Model: Both
Jeffrey Wilhelms (CRD# 3097080) is an Investment Advisor Representative working at Lincoln Investment in Tempe, AZ and has over 24 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Lincoln Investment Scottsdale, AZ Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Jeffrey W. Wilhelms
3101 N. Central Ave., Suite 890, Phoenix, AZ 85012
Phone Number: 215-887-8111
Firm Website: https://www.linkedin.com/company/lincoln-investment-planning/
Registered State(s):
  • CA
Current Firm Details
Lincoln Investment
Firm's CRD Number: 519
601 Office Center Drive, Suite 300, Fort Washington, PA 19034
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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