linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey William Wilhelms

Lincoln Investment

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey William Wilhelms

Jeffrey Wilhelms is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Lincoln Investment and Capital Analysts. Jeffrey has held previous positions at Great American Advisors, ING Financial Advisors, PlanMember Securities Corporation, Charles Schwab & Co., Inc. and Vanguard Marketing Corporation.

Firm Information

Jeffrey Wilhelms is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Wilhelms’s Registration & Firm History

AZ

08/02/2010 - Present

Lincoln Investment (Phoenix AZ)

AZ

09/09/2009 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (SCOTTSDALE AZ)

AZ

03/29/2007 - 06/09/2009

ING FINANCIAL ADVISERS, LLC (PHOENIX AZ)

AZ

01/02/2004 - 12/31/2006

PLANMEMBER SECURITIES CORPORATION (PHOENIX AZ)

TX

06/13/2000 - 10/09/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

PA

04/17/1999 - 05/01/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

IA

07/31/1998 - 04/27/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

Not sure if Jeffrey William Wilhelms is right for you?

Licenses & Designations

IA

Issued 10/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey William Wilhelms.
Not sure if Jeffrey William Wilhelms is right for you?