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Christine J Reierson

Advisor at Lincoln Investment — West Union, IA W. Elm Street

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

West Union, IA 52175

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

355

Across 314 offices

Clients per advisor

389 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

About

Christine Reierson is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She has been with Lincoln Investment since 2011 and also works with Allen Knox Associates. Outside of her advisory work, she serves as Chair of the North Fayette Valley Community Coalition Executive Team, which supports youth programs in her area. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, utilizing in-house investment research and third-party managers to tailor strategies for clients.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed

Demographic focus

Based on Lincoln Investment

Mid-Career Professionals Retired

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Fee options

Fixed

Financial planning and periodic investment consulting may be charged on a flat fee basis

Percentage

$0 - $500,000: 0.15% to 0.24% (Platform Fee varies by program and account type) $500,000.01 - $1,000,000: 0.12% to 0.21% (Platform Fee varies by program and account type) $1,000,000.01 - $2,000,000: 0.10% to 0.19% (Platform Fee varies by program and account type) $2,000,000.01 - $5,000,000: 0.08% to 0.17% (Platform Fee varies by program and account type) $5,000,000.01 - $10,000,000: 0.06% to 0.15% (Platform Fee varies by program and account type) $10,000,000.01 - $20,000,000: 0.04% to 0.15% (Platform Fee varies by program and account type) $20,000,000.01 - $35,000,000: 0.03% to 0.15% (Platform Fee varies by program and account type) $35,000,000.01+: 0.02% to 0.15% (Platform Fee varies by program and account type)

Commissions

As broker-dealer, Lincoln Investment also receives brokerage commissions on securities transactions and insurance products

Project-based

Financial planning and periodic investment consulting may be charged on an hourly basis

Other

Fee-only: Financial planning services generally on a flat fee or hourly fee basis; fees negotiable and vary by Advisor and services

Location

See office

West Union, IA W. Elm Street

107 W. Elm Street

West Union IA 52175

Advisors at this office

1

Most active in

Iowa

Work history

13 years of industry experience

Lincoln Investment

2011 - Present • 15 years

West Union, IA

Allen Knox Associates

2001 - Present • 25 years

West Union, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Valerie E

West Union, IA

O'Brien and Associates, Inc.

Valerie Ehler is a financial advisor at O'Brien and Associates, Inc. with 27 years of industry experience. She has been with O'Brien and Associates since 1999. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm offers portfolio management and ongoing supervision tailored to clients’ financial goals, tax situations, and investment preferences, primarily recommending mutual funds and ETFs through a combination of fundamental and technical analysis.

Wealth management
user avatar

Bruce E

Series 65

West Union, IA

O'Brien and Associates, Inc.

Bruce Ehler is a financial advisor at O'Brien and Associates, Inc. with five years of industry experience. Prior to his advisory role, he worked for North Fayette Valley Community School District for 24 years. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitative data and a computerized portfolio model to guide asset selection, offering services on a non-discretionary basis with regular portfolio reviews and rebalancing.

Wealth management
user avatar

Jared K

Series 63, Series 65

West Union, IA

Commonwealth Financial Network

Jared Kremer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at FSB Premier Wealth Management, Avantax Advisory Services, and Avantax Investment Services. He is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Travis J

Series 66

West Union, IA

Commonwealth Financial Network

Travis Jensen is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and has owned Jensen Complete Wealth, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Brian J

Series 65

West Union, IA

Commonwealth Financial Network

Brian Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and currently in his first year in the industry. His prior experience includes entrepreneurship in several small businesses such as Jensen Floorcare and Iowa Digital Signage, as well as roles at Iowa State University and the USDA-NRCS. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, offering a range of managed-account programs, third-party asset manager access, and retirement consulting. The firm provides both discretionary and nondiscretionary portfolio management supported by an extensive back-office platform.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Daryl K

Series 63

West Union, IA

Ameriprise

Daryl Kruse is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Kruse serves as Executive Director for Landlords of Iowa and is a member of the Cedar Falls City Council. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services to deliver personalized retirement planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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