Michael Kriechbaum
Financial Advisor at Lincoln Investment
- Role
- Independent Financial Advisor at Lincoln Investment
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
About Michael Kriechbaum
Advisory services offered through Capital Analysts or Lincoln Investment, Registered…
Experience
Independent Financial Advisor
May 2023 — Present · US
Develops and implements customize financial solutions for each client * Specializes in helping clients meet their protection needs through a variety of insurance products * Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC Wealth Management Partners and Lincoln Investment are affiliated.
Education
University of Phoenix
Master of Business Administration (MBA)
1999 — 2002
Security & Exchange Commission
Series 63, Series 65, Series 7
California State University-Fullerton
Bachelor of Arts (B.A.)
1981 — 1985
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