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Joseph K
Series 66
Clancy, MT
Lincoln Investment
Joseph Klempel is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has five years of industry experience, including five years at Edward Jones prior to joining Lincoln Investment. Outside of his advisory role, Klempel works as a contract facilitator for Klempel Consulting, LLC, providing sales training sessions. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers through a platform supported by an in-house Investment Management & Research team and a layered delivery model of advisors and co-advisers.
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