Sagemark Consulting is a division providing investment advisory services through Lincoln Financial Advisors Corporation, a registered investment advisor.
The Sagemark Consulting division provides financial planning advisory services to an affluent clientele comprised primarily of owners of closely held businesses, senior corporate executives and professionals. Planning is focused on specific areas and based upon each client's individual financial situation and personal objectives. The degree of detail and sophistication of the financial planning service provided varies according to the individual client's circumstances. Each client is provided with a written summary of the work undertaken.
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John R. Ekman Vice President—Western Division
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
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.