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Knox Financial Services SXS Journey 

September 26, 2020  |  Northeast Iowa.  Clients and guests enjoyed our inaugural SXS outing. The day included a scenic tour of northeast Iowa, a treasure/scavenger hunt, an amazing  off-road tour, and a delicious meal.  All entry fees were donated to local Fire Departments - helping great organizations while having fun!  Thank you to all that attended, we really enjoyed our day with you.

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Knox Financial Casual Days Help Local Organizations  

September 16, 2020  |  West Union: Knox Financial team members enjoy casual dress on Thursdays & Fridays.  Each team member is making a contribution to a local charity each month, with Knox Financial matching all team member contributions.   

With our casual dress on Thursdays and Fridays, please know we will continue to maintain our focus on client's needs.  When you are in the office, ask our team members about the organization we support.   Having fun and helping great organizations - a winning combination.

November, 2020:    Friends of the Library of West Union

October, 2020:        Friends of the Decorah Public Library

September, 2020:   North Fayette Valley Athletic Booster Club

August, 2020:         North Fayette Valley Fine Arts Booster Club

July, 2020:              Winneshiek Medical Center Foundation– Home Health & Hospice

June, 2020:            Humane Society of Northeast Iowa

May, 2020:              West Union Iowa Volunteer Fire Department

April, 2020:             South Winneshiek Area First Responders

March, 2020:          Retrieving Freedom

February, 2020:      NEICAC Food Pantries

January, 2020:        Palmer Memorial Foundation


<a href="http://www.winmedical.org/giving/foundation-projects/" target="_blank" rel="noopener">Winneshiek Medical Center Foundation&#8211; Home Health &#38; Hospice</a>

Winneshiek Medical Center Foundation– Home Health & Hospice

Front, L to R: Amber Knox, Holly Kanengeiter from Winneshiek Medical Center Foundation - Home Health & Hospice.  Back: Rachel Barta, Jason Knox, Chasity Griffith, Steffani Otto.

<a href="https://www.hsnei.org/" target="_blank" rel="noopener">Humane Society </a>
<a href="https://www.hsnei.org/" target="_blank" rel="noopener">of </a>
<a href="https://www.hsnei.org/" target="_blank" rel="noopener">Northeast Iowa</a> &#160; &#160; &#160;&#160;

Humane Society of Northeast Iowa       

L to R: Steffani Otto, Chasity Griffith, Amber Knox, Tim DeVore-Executive Director at Humane Society of Northeast Iowa, and Jason Knox. 

West Union
Volunteer Fire
Department

West Union Volunteer Fire Department

L to R: Steffani Otto, Jason Knox, Rory Starks from West Union Volunteer Fire Department, and Amber Knox.

South Winneshiek
Area First
Responders

South Winneshiek Area First Responders

L to R: Steffani Otto, Jason Knox, Micaela Kuennen from South Winneshiek Area First Responders, Amber Knox, and Rachel Barta.

Choose E-Delivery or Postal Mail for Your Account and Regulatory Documents 

July 23, 2020  |  Knox Financial Client Communcation

With Regulation Best Interest in effect, additional communications are being sent to our clients with investments held at or through Lincoln Investment or Capital Analysts.  These include Form CRS, new disclosures, Financial Professional Bio, along with your regular account statements, transaction confirmations, tax forms, and regulatory documents.

You may choose which documents you wish to have sent via postal mail and those you wish to have sent via electronic delivery.  We believe it is important to be informed about your account, investment advisor, broker/dealer and regulatory documents.  However, we also believe it is important to have the information delivered to you in the manner you prefer.

You may choose either postal mail or electronic delivery of each type of document you receive.  For example, if you wish to receive your quarterly account statements and tax forms via postal mail, with confirmation transactions and regulatory documents sent via electronic delivery, you may choose these, or any other combination of your preferences. You may receive all information via electronic delivery.  You may change these elections in the future, at any time.

For information sent via electronic delivery, an email with a link to your account login or to the relevant document is included.  The document is not attached to the email, nor is account information included in the email.   For account information, the link in the email will direct you to a secure website login.  After logging in, you may view your account information.  

Delivery of documents electronically may be available sooner than items sent via postal mail, save resources, provide access at any time, make it easy to organize your information, and reduce the amount of postal mail you receive.  Having a secure login to view your information may also ensure better security of your confidential information.  

To get started:  please visit Lincoln Investment Investor Login to establish your account and e-delivery preferences. For assistance establishing your login, please contact our Knox Financial Client Service Team or call 1-877-566-9468.

If you have questions or concerns about e-delivery, please contact Jason Knox or call Jason at 1-877-566-9468.  Thank you. 

Lincoln Investment Recognizes Jason Knox as President's Club Qualifier, Donates to North Fayette Valley Fine Arts Boosters

May 26, 2020  |  Fort Washington, PA:   Lincoln Investment recognized Jason Knox as a member of their 2019 President’s Club.  Lincoln Investment recognizes Financial Advisors that maintain consistent dedication and achieve specific criterion helping clients achieve their financial goals.  Lincoln Investment is donating to select charities chosen by each qualifying Advisor.  Jason Knox requested Lincoln Investment donate to North Fayette Fine Arts Boosters.  

The President's Club award recognizes those Lincoln Investment financial advisors who have achieved the firm's first level of annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well presenting them with this award.  Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation

Knox Financial Offers New Office Hours 

July 1, 2020  |  Decorah and West Union, IA:  Our new office hours are:

Decorah

  • Monday        8:00 AM to 6:00 PM
  • Tuesday       8:00 AM to 4:30 PM
  • Wednesday  8:00 AM to 6:00 PM
  • Thursday      8:00 AM to 4:30 PM
  • Friday           8:00 AM to 3:00 PM

West Union

  • Monday        8:00 AM to 6:00 PM
  • Tuesday       8:00 AM to 6:00 PM
  • Wednesday  8:00 AM to 6:00 PM
  • Thursday      8:00 AM to 6:00 PM
  • Friday           8:00 AM to 3:00 PM

Knox Financial Welcomes New Team Member

June 23, 2020  |  Decorah, IA:  Chasity Griffith joins Knox Financial team as Client Service Representative.  Her experience with managing detailed and confidential information, as well as her proficiency in a broad scope of administrative functions make her a wonderful addition to our team.  Chasity will work from both our Decorah and West Union office locations.

Visit Our Team Page
Knox Financial Says Goodbye to Our Little Buddy, Tucker.

Knox Financial Says Goodbye to Our Little Buddy, Tucker.

May 18, 2020  |  Madison, WI:  Tucker passed away peacefully after a brief illness.  Tucker was our canine Greeter and Chief Fun Officer (CFO) from 2009 to 2020.  Tucker assisted in the establishment of our Decorah and West Union office locations.  When Tucker visited our offices, he would greet our guests, guard the door, enjoy resting in the sun, and alert our team to anyone or anything that passed by.  He would also remind our team when it was time for ear scratches or a treat.  Tucker always brought smiles to our faces.  Dearly missed, always loved, forever in our hearts.  We love you, Tucker! 

Visit Tucker's Memorial Page

Knox Financial adds File and Document Sharing Tool 

April 14, 2020  |  Decorah, IA & West Union, IA: Knox Financial offers a secure tool to share your files and documents with our team.   Visit Knox Financial File Share to upload your files and documents directly to our Team.   

Knox Financial Welcomes New Team Member

March 23, 2020  |  Decorah, IA:  Rachel Barta joins Knox Financial team as Administrator.  Her experience with managing confidential information and proficiency in a broad scope of administrative functions make her a wonderful addition to our team.  Rachel will work from our Decorah office location.

A native of northeast Iowa, Rachel enjoys being outdoors, amateur photography, and spending time with friends and family.  

Visit Our Team Page

Jason Knox visits Lincoln Investment Office

March 4, 2020  |  Fort Washington, PA: Jason Knox visited Lincoln Investment's corporate office, meeting with members of Lincoln's Investment Management & Research, Advisor Consulting, Compliance, and Branch Service departments.