Broker Check
Mitchell McMahon

Mitchell McMahon

Registered Representative*, Senior Associate

Mitchell McMahon is a Registered Representative with Lincoln Financial Securities and is a Senior Associate at First Heartland Financial Group. Mitchell is currently serving on the board for Mid-Iowa Planned Giving Council in Des Moines, IA. He believes a cornerstone of financial services is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. Mitchell recognizes that financial strategies must reflect the stage of life of its owner, whether it be purchasing a first home, financing a child’s college education or planning for retirement. A custom-tailored strategy must also be continually reviewed to measure its achievements against stated goals, and ensure the owner is comfortable with everything moving forward. Mitchell brings a commitment to professionalism and the cooperative development of unique, personal goals that forms the foundation of a strong client relationship.

Services Offered:

  • Investment and Retirement Strategies*
  • Estate Conservation Strategies*
  • Retirement Income Distribution Planning*
  • Pension Distribution Strategies
  • Retirement Planning 401(k),
    Profit Sharing, and IRA/TSA Rollovers*

 

  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Individual & Group Health Insurance
  • Social Security Timing Strategies

BIO
Mitchell grew up on a farm in DeWitt, Iowa. He attended the University of Northern Iowa majoring in Economics. Mitchell enjoys running marathons and participating in triathlons. In July 2009, he earned the title “Ironman” after completing the Lake Placid, NY Ironman USA. Mitchell enjoys spending time with his two children, Addison and Mason. Mitchell also enjoys hunting and fishing.