Broker Check

Happenings

Share your documents securely with Knox Financial Services 

July 7, 2021  |  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.   

Virtual Tour of our West Union location

July 7, 2021  | West Union, IA: Visit Knox Financial Services West Union Office to see a virtual tour of our West Union, IA location. 

Can We Tame the Inflation Tiger? 

Click Here to hear Lincoln Investment's Shashsi Mehrotra, CFA(R), Senior Vice President and Chief Investment Strategist conversation on inflation and current market conditions. 

Knox Financial Services SXS Journey 

June 26, 2021  |  Northeast Iowa.  Clients and guests enjoyed our Spring 2021 SXS outing. The day included a scenic tour of northeast Iowa, some rain, some sun, a birthday celebration, amazing off-road tours, and a delicious meal.  In lieu of an entry fee, donations were made to local Fire Departments - helping great organizations while having fun!  Thank you to all that attended, we really enjoyed our amazing day with you. 

Our next scheduled SXS ride is Saturday, September 11, 2021.  This event will start at our West Union office location.


Our Resources
Our History
Our Values
Our Process
Our Process
Our History
Our Resources
Our Values
Our Process
Our History
Our Resources
Our Values
Our Process
Our History
Our Resources
Our Values

Knox Financial Offers New Office Hours 

July 1, 2021  |  Decorah and West Union, IA:  Our new office hours are:

Decorah

  • 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 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 4:30 PM
  • Friday           8:00 AM to 3:00 PM

Knox Financial Casual Days Help Local Organizations   

June 30, 2021  |  West Union, IA: 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 organizations we support.   Helping great organizations and having fun- a winning combination!

July, 2021:              West Union Volunteer Fire Department

June, 2021:             Turkey Valley Community School District Student Guidance Funds

May, 2021:              Echo Valley Trap Team

April, 2021:             North Fayette Valley Post Prom

March, 2021:          North Fayette Valley Community Coalition

February, 2021:      West Union Parks and Recreation

January, 2021:        Turkey Valley Trap Range

December, 2020:    Wadena Lighted Cross

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


Congratulations Nate!

Congratulations Nate!

June 20, 2021  |  West Union, IA: Nate completed his senior year at North Fayette Valley!   Nate plans to attend Upper Iowa University in the fall and pursue education.  We are proud of the many accomplishments Nate has achieved and the fine young man he is.  

"Go confidently in the direction of your dreams!  Live the life you have imagined!"  

-Henry David Thoreau



New Interns Join Knox Financial Services

New Interns Join Knox Financial Services

May 27, 2021  |  Decorah & West Union, IA:  We are pleased to announce our additional staff for summer, 2021.  This group will assist with several technology upgrades and be available for client service requests. 

Ally Fink is a recent Upper Iowa University graduate.  Ally is originally from Joilet, Illinois, which is a suburb of Chicago. 

Lauren Griffith is senior at the University of Dubuque. Lauren is from Waukon, IA, but recently moved to West Union, IA. 

Mallory Steege is a senior at the University of Northern Iowa. Mallory is from Denver, IA, but lives in Cedar Falls, IA. 



Learn more

Steffani and Terry welcome new addition to their family!

May 26, 2021  |  West Union: Steffani is our Branch Administrator.  On Wednesday,  May 26, 2021, at 4:40 pm a healthy baby girl joined Steffani and Terry's family.  She weighed 7lbs 5 oz.  Both the baby and Steffani are doing well.  Steffani plans to return to the office on 9/1/2021.

Congratulations Steffani and Terry!

Lincoln Investment Recognizes Jason Knox as Hall of Fame Qualifying Member

February 2, 2021  |  Fort Washington, PA:   Lincoln Investment recognized Jason Knox as a member of their Hall of Fame.   Qualifying members achieved Lincoln Investment's top recognition clubs, Nick's Round Table or President's Club, for ten years.  These awards recognize those Lincoln Investment financial advisors who have achieved the firm's 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 by presenting them with these awards.  

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.

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. 

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

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.