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About this Representative

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Jeff
Wilhelms

Personalized Financial Planning
Student Loan Forgiveness
Asset Management Services
• Retirement Planning
— 403(b), 457(b) and 401(k) Plans
— Roth IRA, Traditional IRA
— Lump Sum Rollovers
• Investments
— Mutual Funds
— Annuities (fixed and variable)
— Stocks and Bonds
• Customized Retirement Counseling • Education Planning
— 529 College Savings Plan
— Coverdell Education Savings Account
— UGMA/UTMA
• Insurance
— Disability
— Life
— Long-Term Care

Lincoln Investment
Not Specified
Maricopa
Coconino
Dysart Unified School District #89,Higley Unified School District #60,Washington Elementary School District #6,Cartwright Elementary School District #83,Agua Fria Union High School District #216,Alhambra Elementary School District #68,Avondale Elementary School District #44,Balsz Elementary School District #31,Buckeye Elementary School District #33,Buckeye Union High School District #201,Cave Creek Unified School District #93,Chandler Unified School District #80,Creighton Elementary School District #14,Deer Valley Unified School District #97,Fountain Hills Unified School District #98,Glendale Elementary School District #40,Glendale Union High School District #205,Isaac School District #5,Liberty Elementary School District #25,Litchfield Elementary School District #79,Littleton Elementary School District #65,Madison Elementary School District #38,Maricopa County Regional District #509,Mesa Public Schools District #4,Murphy Elementary School District #21,Paradise Valley Unified School District #69,Pendergast Elementary School District #92,Peoria Unified School District #11,Phoenix Union High School District #210,Queen Creek Unified School District #95,Riverside Elementary School District #2,Roosevelt Elementary School District #66,Scottsdale Unified School District #48,Tolleson Elementary School District #17,Tolleson Union High School District #214,Wilson Elementary School District #7,Gilbert Unified School District #41
Flagstaff Unified School District
Not Specified
Yes
Yes

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    Advisory services and securities offered through Lincoln Investment, LLC
    Registered Investment Adviser, Broker Dealer, Member FINRA/SIPC
    IMPORTANT: Electronic mail sent through the Internet is not secure. Lincoln Investment, LLC (Lincoln) therefore recommends that you do not send confidential information to us via electronic mail, including social security numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is not assured. Lincoln therefore does not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.