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Lynn R. Siewert, President of Advanced Corporate Planning


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Lynn R. Siewert

Lynn R. Siewert, AIMC, has distinguished himself as Branch Manager of a First Allied Securities division branch Office. He is a Pension Consultant, and Registered Investment Advisor Representitive. Lynn's personal attention, knowledge and background provide exceptional benefits to his clientele of business owners, employers and their employees. The initial consultation that he offers is without cost or obligation.

As a Retirement Planning Specialist, Lynn develops, implements and maintains a wide variety of Employee Benefits and Retirement Plans. They include Defined Benefit and Defined Contribution plans; the most popular are Target Benefit, Profit-Sharing, Money Purchase, and 401(k) Plans. All qualified plans enjoy an immediate tax deduction of the total contribution, plus state tax savings if applicable. Any income or growth within the plan is tax deferred, contributions and gains are not subject to payroll taxes. Qualified Retirement Plans provide a wide variety of flexibility to suit most employer and employee needs.

Lynn conducts classes, seminars and conducts lectures that extensively cover most Retirement Planning processes. He is a Chartered Financial Consultant Candidate and a member of the Institute for Investment Management Consultants.

Lynn is a graduate of the University of Washington, majoring in Business / Finance and Pre-Law. He attended graduate school at Western Washington University in Bellingham, Washington, and is currently pursuing his Master of Financial Services degree at American College Specializing in Retirement Plan Design.

Lynn has served his community as Chairman of Our Lady of Lourdes School Board, and chaired their Benefit Holiday Auction. Lynn is also a former member of the Southwest Washington Independent Forward Thrust (SWIFT) Board of Directors. He is a Licensed Commercial Pilot affording him an additional level of mobility.


NOTE: ALL information contained in this site is for illustration purposes only, and by NO means should be considered individual tax or legal advice under any circumstances whatsoever!

Lynn R. Siewert AIMC
Pension Consultant   |   Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661

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This site is published for residents of the United States only. First Allied Securities' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local First Allied Securities office for information and availability.

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