Carl Thoenen
Carl Thoenen is a registered investment advisor at Lincoln Investment, based in Hazelwood, MO, with 31 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
6250 Howdershell Rd, Hazelwood, MO, 63042
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Carl helps his wife prepare taxes, volunteers for a charity, leads a men's group at church, and volunteers for an orphanage. He also sells fixed annuities and insurance products, and reviews real estate investment properties, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts
Great American Advisors, INC.
Great American Advisors, INC.Broker
MML Investors Services, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.