Jonathan Muhlendorf
CRD Number: 3231124Current Firm: Lincoln Financial Advisors Corporation
Compensation Model: Both
Comprehensive Financial Advice And Wealth Management In Virginia Beach, Virginia
We created our firm to take the complicated aspects of financial planning off our client’s plates. It’s our goal to help you feel confident and excited about your financial future, knowing that you have a solid plan. We understand how overwhelming it can be to navigate the financial world alone. Without a personalized plan and clear and concise guidance, it’s difficult to feel confident in your financial future. That’s why we take the time to get to know you and your goals before we dig into the numbers.
Our personal touch, comprehensive financial planning process, effective use of technology, and lower cost investment strategies work together to deliver a superior wealth management experience and lasting client relationships. Call us at 757-777-3121 and see why our clients and peers consider us one of the most respected firms in Tidewater, Virginia. We’re never too busy to help and our confidential second opinion is always complimentary.
Jonathan Muhlendorf (CRD# 3231124) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Virginia Beach, VA and has over 16 years of experience in the finance industry. Jonathan Muhlendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Virginia Beach, VA | Mar 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
Jonathan Muhlendorf is a registered representative of Lincoln Financial Advisors Corp. Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Envision Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.
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