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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED_RES | 2025-12-16 |
Branch Locations
219 W 4Th St, Ottumwa, IA 52501 • United States
122 Winnebago Street, Decorah, IA 52101 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
309 Hwy 150 N, West Union, IA 52175 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | West Union | IA | 08/2010 | Present |
| Knox Financial Group | West Union | IA | 05/1995 | 06/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2025 | 12/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2025 | 12/2025 |
Knox Financial Services, LLC Position: Sole owner, President, Agent Nature: Financial Services/Insurance Investment Related: Yes Hours: 200 Securities Trading Hours: 140 Start Date: 6/30/2017 Address: 122 Winnebago Street Decorah, IA 52101 Description: I occasionally recommend life insurance or fixed annuity products that are not handled through Lincoln. DBA for Lincoln business. Tucker Real Estate Company, LLC Position: member Nature: Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 7/2/2018 Address: 10821 240th St West Union, IA 52175 Description: owns commercial office property, leases property Insurance Management Group, Inc. Position: President and shareholder, Agent Nature: Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 6/11/2010 Address: 122 Winnebago Street Decorah, IA 52101 Description: recommending and placing life insurance business and certain fixed annuities, certain administrative roles.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-24 |
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