Alliance Credit Union through agreements with Lincoln Investment (“Lincoln”) is able to make investment services available to you. You can now enjoy many advisor-based financial services right in your branch.
Carl Thoenen is the Lincoln Investment financial representative, offering various financial services, including:
• Financial Consulting & Analysis
• Stocks, Bonds, Mutual Funds
• Long Term Care Insurance
• Life, Disability & Health Insurance
• Traditional and Roth IRA’s
• Employer-Sponsored Retirement Plans
• Coverdell Education Savings & 529 Plans
• No Obligation Initial Consultation
• Fixed & Variable Annuities
Developing a financial plan requires time and extensive knowledge, not only of your own personal financial affairs, but also of broader investment and financial issues. Carl is a financial professional with experience in investments, insurance, risk management and financial planning. He will work with you one-on-one to tailor a financial plan that fits your budget, lifestyle and needs.
Call or Email for an Appointment Today!
Please stop by or call Carl at (636) 343-7005 x4130 or directly at (636) 717-3875 for information and details regarding any of these services.
Check the background of your broker dealer or advisor on FINRA’s BrokerCheck.
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors. Securities offered through Lincoln Investement, Broker Dealer, Member FINRA/SIPC.
Alliance Credit Union and the above firms are independent, and non-affiliated.
Supervising Office: 8230 Montgomery Road, Ste. 150, Cincinnati, OH 45236 (When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third party sites. When you access one of these sites you are leaving this site and assume total responsibility for your use of the sites you are visiting.)
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Securities and services are offered to residents of the states of Alabama, Arizona, California, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington and Wisconsin; any offers herein are not being specifically directed to any persons in any state other than those states for which the Financial Representative is registered; and securities and services cannot be offered or sold until they are registered in the state and a final prospectus is delivered to investors in the state prior to any sales. Although most states acknowledge the disclaimer procedure it may not be universally accepted.
If you choose an advisory program, you will receive an Investment Advisory Agreement and Disclosure Statement. Read these carefully for more complete information including costs, before you invest or send money. Lincoln and its Advisory Representatives may receive additional compensation in the form of concessions, distribution fees or service fees from the underlying investment products that they recommend. Receipt of this compensation may result in a conflict of interest. The Advisory Agreement and /or Disclosure Statement contains information regarding fees, description of services, functional roles and discretionary capabilities of the Investment Advisor and termination/refund policy for fees paid in advance.
Lincoln shall not be obligated to take action or offer any accounting, legal or tax advice involving action on our behalf or your behalf. You are encouraged to engage qualified accounting, legal and tax services from professional providers for those areas of need.
♦Annuities and securities are not federally insured; are not obligations of the credit union; are not guaranteed by the credit union or any affiliated entity; may involve investment risks, including the possible loss of principal.
NOT NCUSIF INSURED MAY LOSE VALUE NO CREDIT UNION GUARANTEE