Lincoln Financial Network proudly supports The WISE Group – Women Inspiring, Supporting and Educating female colleagues, clients and future advisors in the pursuit of knowledge and services within the financial planning industry.
The WISE Group Mission
The mission of The WISE Group is to assist women financial advisors in the growth and recognition of their practice. This includes support and assistance to advance the technical skills of women advisors, recruiting and developing new women advisors, and providing insight into the female investor to increase financial planning opportunities for all advisors, regardless of gender. The WISE Group also promotes sharing ideas as well as collaboration with financial planning, wealth and risk management to drive:
Increased client retention
Dedicated focus on attracting and keeping women as clients and advisors
Let's explore affiliation options most appropriate for you. We invite your confidential call!
John R. Ekman Vice President—Western Division
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alaska, Arizona, Colorado, Idaho, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, Wyoming
Insurance: Alaska, Arizona, Colorado, Idaho, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, Wyoming
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor, member SIPC. Investment advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.