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Mission

Our Goal is to provide you with a personalized valuable investment experience that will enhance your wealth and enrich you for the balance of your life.

Our Investment Portfolio


Offering a wide-range of investment opportunities.

Through our affiliation with First Allied, we provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product offerings through First Allied.

Stocks
NYSE-listed stocks
NASDAQ over-the counter
All other major exchanges
Foreign stocks
Initial public offerings
Margin accounts
Corporate finance
Investment banking
144 and other restricted securities sales
Employee stock-option plans.

Cash Management
Daily sweep accounts
Money markets
Insured CDs
Online account access

Retirement Accounts
IRAs
SEP/IRAs
Roth IRAs
Education IRAs
Simple IRAs
Defined contribution
Money-purchase pension plan
Profit-sharing plan
403(b)
401(k)

Mutual Funds
Open-end funds
Closed-end funds
Networking
Dividend reinvestment

Unit Investment Trusts

Asset Management
Independent manager search
Performance monitoring and reporting
Wrap-fee accounts
Asset allocation
Fee-in-lieu accounts
Outside managed accounts

Bonds
CMOs
Convertible
Corporate
Municipal
Zero coupon

Government Securities
Ginnie Maes
Treasury bills
Treasury bonds
Treasury notes

Options
All major exchanges

Insurance
Fixed annuities
Variable annuities
Term life
Variable life
Universal life
Whole life
Disability
Long-term care

Alternative Investments
REITs
Equipment leasing
Managed futures
Equity-linked notes
Oil & Gas Programs
Tax Credit Programs
Real Estate LLC's
Mortgage Funds

And More . . .
Education and 529 plans

For more information on any of the above investment products and services, please contact Lynn Siewert (360) 750-9626 or email lsiewert@401kpsp.com

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. View privacy statement

Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA/SIPC

Lynn R. Siewert, AIMC, CRPS
Pension Consultant | Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661
Ph: 360-750-9626

Securities Offered Exclusively Through
First Allied Securities, Inc. Member FINRA/SIPC
All other products and services provided exclusively through Advanced Corporate Planning

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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