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).
Total Assets Under Management13,548MILLION
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Karen is President and Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm in Chicago. With over 21 years of experience, she has helped hundreds of clients create the life they value and the legacy they envision.
Karen earned a bachelor’s degree in business with concentrations in accounting and marketing from Barat College. She is a CFP® certificant, and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed in over 20 states.
Karen was the first female Chairman of The Resource Group, which comprises the top 200 financial advisors at Lincoln Financial Advisors. She is a co-founding member of The WISE Group, Lincoln Financial Network’s professional organization of female financial planners, and served as Chairman from 2013 – 2016.
Karen is a member of the Financial Planning Association and a Collaborative Law Fellow. She has appeared on NBC Chicago and was featured in the book, “Women at the Top,” in financial services in 2015. Karen was listed in Chicago Magazine as an “Illinois Five Star Wealth Advisor,” annually since 2010, earned the prestigious Women’s Choice Award® as a top female advisor annually since 2013, was named one of the Twenty Women to Watch by Investment News in 2015 and 2016, was named one of the “Top 13 Financial Advisors in Chicago, Illinois,” by AdvisoryHQ in 2015 and 2016, and received the Circle of Excellence Award from Women in Insurance and Financial Services annually since 2011.
Karen and her husband have two grown sons and reside in Deerfield.
TO SCHEDULE A COMPLIMENTARY CONSULTATION OR SPEAKING ENGAGEMENT, please call 773-867-3631.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
Steven Acord (CRD# 809076) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 26 years of experience in the finance industry.