Investment Center

Alliance + Lincoln Investment

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.

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.

More About Lincoln Investment

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

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.

Lincoln Investment Form CRS Email Carl Thoenen

Lincoln Investment Planning, LLC (Lincoln Investment), a dually registered broker-dealer and SEC registered investment adviser, has a written lease agreement with Alliance Credit Union (ACU) to lease office space from ACU and offer and market Lincoln Investment’s products and services to ACU members. ACU is not a current client of Lincoln Investment. Due to this compensation arrangement with the credit union, ACU employees have an incentive to recommend the advisor, thereby resulting in a conflict of interest. Your experience with the advisor may not be representative of the experience of other customers, and there is no guarantee of future performance or success. 

Advisory services and securities are offered through Lincoln Investment, Registered Investment Adviser, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Alliance Credit Union and the above firm are independent and non-affiliated. This page has been prepared solely for information purposes and 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 is registered as an investment adviser with the US Securities and Exchange Commission and is registered as a broker-dealer in all 50 states. Lincoln Investment 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, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, New Hampshire, Oklahoma, Oregon, Pennsylvania, Tennessee; Texas, 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

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