Lincoln Financial Advisors Corporation

Lincoln Financial Advisors Corporation (CRD# 3978) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $13,547,831,333 in 52,000 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,548
    MILLION
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Lincoln Financial Advisors Corporation
Showing 1 - 10 of 1,532 top financial advisors.
1
Karen L. Derose
CRD#: 2700732
8755 West Higgins Road, Suite 200, Chicago, IL 60631
103
Wealthminder
score

Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision.  Her firm’s philosophy is “Life Happens… Plan for It!”  With 20 years of experience, Karen and her advisory team will uncover problems you may not know you have and develop strategies to help you preserve and enhance your wealth in a complex tax and financial environment.  Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth.  Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over a lifetime and beyond.
Karen is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor®, a Registered Representative.  She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.


TO SCHEDULE A COMPLIMENTARY CONSULTATION OR SPEAKING ENGAGEMENT, please call 773-867-3631.

2
Jonathan S. Muhlendorf
CRD#: 3231124
One Columbus Center, Suite 800, Virginia Beach, VA 23462
103
Wealthminder
score

We are a leading financial services and wealth management firm located in Virginia Beach, Virginia.   Our unique Envision Advantage process keeps the facets of your financial life working well together as your life unfolds and your needs evolve. Working with an experienced financial advisory team may prove to be one of the most important professional relationships in your life and it is becoming more difficult to differentiate among all of the "advisors" available in the marketplace today. Lets face it: on the surface, we all look the same, but there are significant differences that make Envision unique.

 

Philosophy

 

Understanding your thoughts and feelings about your wealth is our most important job: how you acquired your wealth, how you use it now and what you want to do with it in the future.  Our clients appreciate the completely personalized experience from our Envision team, which truly cares about your unique situation.

 

Process

As your life evolves and critical events happen, we will be there for you as you confront major short term and long term planning decisions. Our broad experience and knowledge allows us to continually add value to you and your family as we adapt our services to your changing needs.  Our Envision Advantage process delivers a clear understanding of where you are, what path you are on, and what changes need to be made.

 

Communication

In the Information Age, we are bombarded with a stream of financial information that provides little to no value, yet is constantly after our attention.

Our proactive specialists at Envision filter and deliver information relevant to you, saving your time.  This approach instills confidence in our clients  who appreciate knowing a financial professional is watching out for their interests and delivering information specifically tailored toward their personal and family goals. 

 

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.


 

3
Gene G. Stern
CRD#: 435562
780 Carillon Parkway, Suite 210, Saint Petersburg, FL 33716
103
Wealthminder
score

Gene Stern (CRD# 435562) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Saint Petersburg, FL and has over 30 years of experience in the finance industry.

4
Georgeanne G. Aist
CRD#: 2695469
2 Industrial Park Drive, Suite F1, Waldorf, MD 20602
100
Wealthminder
score

Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.

 

Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!

 

  • Helping You Protect Your Wealth
  • Comprehensive Financial Planning Services
  • Executive Benefit Coordination
  • Business Succession Planning
  • Tax Reduction Strategies

 

 

Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Aist Wealth Planning is not an affiliate of Lincoln Financial Advisors Corp. CRN-1542459-070816

5
David N. Chazin
CRD#: 4506422
3000 Executive Parkway, Suite 400, San Ramon, CA 94583
100
Wealthminder
score

David Chazin is a fee-based financial planner and managing partner at Insight Wealth Strategies in San Ramon, CA and has over 13 years of experience in the finance industry. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth.

6
Michael D. Lockwood
CRD#: 1685182
18400 Von Karman Avenue, Suite 550, Irvine, CA 92612
98
Wealthminder
score

Michael Lockwood (CRD# 1685182) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has over 14 years of experience in the finance industry.

7
Cynthia A. Selfridge
CRD#: 4215878
5001 California Avenue, Suite 125, Bakersfield, CA 93309
98
Wealthminder
score

Cynthia Selfridge (CRD# 4215878) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Bakersfield, CA and has over 16 years of experience in the finance industry.

8
Michael J. Acho
CRD#: 2410444
1000 Town Center, 26th Floor, Southfield, MI 48075
96
Wealthminder
score

Michael Acho (CRD# 2410444) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Southfield, MI and has over 23 years of experience in the finance industry. Michael Acho 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 put clients' interests first and comply with the Financial Planning Practice Standards.

9
Steven J. Acord
CRD#: 809076
2420 Martin Road, Suite 390, Fairfield, CA 94534
96
Wealthminder
score

Steven Acord (CRD# 809076) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 25 years of experience in the finance industry.

10
Susan M. Ahern-Wiercinski
CRD#: 1075391
300 Fifth Avenue, 3rd Floor, Waltham, MA 02451
96
Wealthminder
score

Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Waltham, MA and has over 34 years of experience in the finance industry. Susan Ahern-Wiercinski 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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