Company Executives

Mitchell McMahon
Registered Representative*
Senior Associate

1350 NW 138th St. Ste. 300
Clive, IA 50325
Tel: (515) 273-5120 Ext. 109
Fax: (515) 273-5128

E-mail: mmcmahon@securitiesmail.com
Website: firstheartlandfinancialgroup.com

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. A financial strategy must reflect the stage of life its owner, whether 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 Conversion 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

WE WORK WITH MANY COMPANIES TO HELP MEET YOUR NEEDS. BELOW IS A SAMPLE:

  • Lincoln Financial Group
  • Principal Financial Group
  • John Hancock
  • American General
  • Pacific Life
  • ING
  • Nationwide
  • American Funds
  • Midland National
  • Prudential
  • Fidelity Investments
  • Wellmark/Blue Cross Blue Shield
  • The Hartford Financial Services
  • AXA Equitable
  • Transamerica
  • Mutual of Omaha
  • Genworth
  • Lincoln Benefit Life
  • Aviva
  • Protective
  • Jackson National
  • New York Life
  • Vanguard Investments
  • Franklin Templeton Investments
  • Putnam Investments
  • PIMCO Investments
  • Blackrock Investments
  • T. Rowe Price Investments
  • MetLife Investors USA
  • Dimensional Fund Advisors
  • Mass Mutual
  • CUNA
  • Invesco Investments

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 is also passionate about hunting and fishing.

*Investments offered through Representatives of Lincoln Financial Securities, Member FINRA/SIPC. Lincoln Financial Securities & First Heartland Financial Group, Inc. are not affiliated. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LFS-155281-072116