Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Lewis P. Linkugel Financial
Services |
| Address: |
122 South 29th St |
| City: |
Lincoln |
| State: |
NE |
| Zip Code: |
88510 |
| Telephone: |
(800) 742 - 7653 |
| Fax: |
(402) 476 - 5180 |
| Web Site: |
www.postalbenefits.com |
| |
"Helping You Plan Your Financial
Future" Since 1994 I have worked with Federal Employees to look
at your Federal Employee Benefits and your Personal Financial Plan
to merge the two together to maximize your Federal Employee Benefits
and your Personal Financial Plan.
I am licensed in Arizona, Colorado, Illinois, Iowa, Kansas, Missouri, Nebraska,
North Dakota, South Dakota, and a Nebraska resident. I am willing to
get licensed in any state and work with you wherever you live,
including Alaska and Hawaii. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Lewis P. Linkugel |
(800) 742 - 7653 |
lewis@postalbenefits.com |
PROFILE INFORMATION
Licenses and Education
Securities Licenses: Series 6, 63, 65
Insurance Licenses
: Life,
Health, Annuities, Disability, Variable Life Insurance, Variable Annuities
Other Licenses and Designations
: ChFEBCSM, Investment Advisor Represetnative
Education/Area
of Study: Federal Employee Benefits, Long
Term Care, Transfer of TSP, IRAs
Associations and Affiliations: NAFIA,
NAHU
Experience
I have been providing financial and/or related advice
to clients for 15 years.
How I/we charge clients for services (please select one):
X |
Fee for Financial Planning (initial, hourly, and/or
retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other (please specify): _____________________________________ |
Financial Services Provided
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
X |
Other (please specify): Mutual Funds |
Specialty: Help you efficiently transfer
your TSP account to your own IRA. FEGLI replacement.
I am or my firm is registered with the SEC as an investment adviser. Yes
If so, in what states? NE
Number of employees who work in your office/firm (please select one):
X |
1-5 |
| __ |
6-10 |
| __ |
11-50 |
| __ |
51-99 |
| __ |
100 or more |
My affiliation with the office/firm:
X
|
Owner/Partner |
| __ |
Employee |
X |
Independent Contractor |
| __ |
Other: _____________________________________ |
Broker/Dealer Affiliation:
| __ |
No affiliation |
X
|
Affiliated with: broker/dealer affiliation
- |
| |
| |
Woodbury Financial Services,
Inc. (Registered Representative of and Securities offered
through Woodbury Financial Services, Inc. Member NASD, SIPC,
PO Box 64284, St. Paul, MN 55164 (800) 800 - 2000) |
| |
A member of Hartford Financial Services
Group |
|
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
