Timothy McIlwain, AIF, AAMS, CRPC
Tim entered the financial services business in 1995. He graduated from the School of Business at UW Whitewater, and studied International Finance at University Hertford England. Tim chose to associate with Lincoln Financial Advisors Corp. in 2001 based upon their open architecture, comprehensive financial planning services, and "Serve first" philosophy.
Tim's approach to financial planning begins with his commitment to helping each client towards reaching his or her financial goals by providing informed financial planning advice based on a wealth of national resources and access to a full range of investment choices.
"At Lincoln Financial Advisors in Madison, we provide comprehensive, fee based, financial planning services aimed toward meeting our clients long term goals," he says. "Our open architecture platform, national resources, and our access to a multitude of investment products have made us the financial planning firm of choice for individuals and institutional clients all across Wisconsin."
Throughout his years in the financial planning sector, Tim has integrated continuing education into his professional development, expanding his knowledge and skills in order to offer the appropriate financial advice to his clients.
A Registered Representative with Lincoln Financial Advisors, Tim also holds FINRA series 6, 7 and 63 registrations. He is a licensed life and health insurance agent with The Lincoln National Life Insurance Company. Tim holds the designation of Accredited Asset Management Specialist, (AAMS®), the designation of Chartered Retirement Planning Counselor (CRPC®) as well as the Accredited Investment Fiduciary (AIF®) designation*.
*Use of the AIF designation does not imply that Lincoln Financial Advisors Corp. (LFA) or its Investment Advisor Representations may act in a fiduciary capacity for ERISA Plans”.