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Christine Reierson

Advisor at Capital Analysts

Updated today

Location

West Union, IA 52175

Credentials

Series 63, Series 65

Industry experience

12 years

About

Christine Reierson is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. She has been with Lincoln Investment since 2011 and also maintains a longstanding association with Allen Knox Associates. Outside of her advisory work, she serves as Chair on the North Fayette Valley Community Coalition Executive Team, which supports youth programs. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and institutions, offering a range of financial planning, custom portfolios, model portfolios, and retirement plan advice through both discretionary and non-discretionary management approaches.

Client services

Based on Capital Analysts

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%

Other

Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.

Location

107 W Elm Street

West Union, IA 52175

Most active in

Iowa

Work history

Lincoln Investment

2011 - Present (15 years)

Allen Knox Associates

2001 - Present (25 years)

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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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
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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 previously worked at Edward Jones for three years and has owned Jensen Complete Wealth, LLC since 2024. Outside of advisory work, he is involved in fixed insurance sales and owns a real estate management entity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, enabling affiliated advisors to offer tailored financial advice under Commonwealth’s supervision.

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

Series 66

West Union, IA

Raymond James Financial

Amanda Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. She has worked with several firms including TrueNorth Companies and TransAmerica. Outside of her advisory role, she owns Foundations Wealth Partners, a support company operating as a DBA for her Raymond James branch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Daniel K

Series 63

West Union, IA

Ameriprise

Daniel Kruse is a financial advisor with Ameriprise in Waucoma, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory work, he owns farmland in Iowa. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

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