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Carl T

Series 63, Series 66

Hazelwood, MO

Lincoln Investment

Carl Thoenen is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a long-standing association with Aag Securities, Inc. Outside of his advisory role, Mr. Thoenen serves as Vice President on the board of the charity The Cries of a Child and is actively involved in his community through leadership roles with a local Boy Scout troop and a church men's group. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Jacob M

Series 66

Hazelwood, MO

Lincoln Investment

Jacob Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he co-founded and serves as COO of Wild M Brands, LLC, a manufacturing and consumer product sales company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house investment research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Allison M

Series 66

Hazelwood, MO

Lincoln Investment

Allison Mitchell is a financial advisor at Lincoln Investment with five years of industry experience. She holds a Series 66 credential and has previously worked at Fidelity Brokerage Services, Alliance Credit Union, and the University of Missouri. Outside of advising, she is involved as a sales assistant in financial services, handling client relations and file maintenance. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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