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Featured Business Financial Advisor in Virginia Beach, VA
Virginia Beach Financial Advisors
Envision Wealth Management
1 Columbus CTR, STE 800
Virginia Beach, VA 23462
(757) 777-3121
Advisor Profile
Jonathan Muhlendorf
Name:  Jonathan Muhlendorf
Website:  Visit Website
Disclaimer
Jonathan Muhlendorf is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Envision Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors. Envision Wealth Management is not an affiliate of Lincoln Financial Advisors Corp. CRN-3075481-050620

About Envision Wealth Management

With no sales quotas to meet or corporate interests to serve, we are able to offer our clients objective financial advice and investment recommendations. Clients truly appreciate our independent thinking. Our comprehensive financial planning process is designed to simplify your life so you can make sense of an increasingly complex world. Our firm utilizes industry- leading technology and personalized attention to deliver a world class experience. Most client assets are held at Fidelity Investments and we provide personalized client websites that can track your entire financial life, including housing important documents in our digital vault.

Life is too short to pay too much in taxes and investment fees. Our investment management process is designed to maximize returns by finding creative ways to lower your tax bill and help you save on hidden investment fees that you may not be aware of. We utilize a combination of individual securities, exchange traded funds and mutual funds to find the best risk adjusted returns for a potentially lower cost. Consolidated performance reporting is available in real time on your website and we meet with our clients on a continual basis either in person or via video conference.
 

General Information

States Licensed in:    VA, NY, AL, WA, NV, FL
Insurance License#:    9957964
SEC File#:    801-42530
CRD#:    3231124
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    15
States Willing to do Business in:    Carrollton,Chesapeake,Fort Monroe,Hampton,Moyock,Newport News,Norfolk,Poquoson,Portsmouth,Suffolk,Virginia Beach
Firm CRD#:    3978
 

Services

Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 7, Series 6
Certifications, Accreditations & Designations:    CFP®
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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