Advisor Profile - Steve Smartt Name: Steve Smartt Firm: Sagemark Consulting/Lincoln Financial Advisors Corp. Location: Phoenix, Arizona Title: Financial Planner Individual IARD/CRD number: 868752 Company SEC file/IARD number: 3978 Services Offered: Wealth Management, Retirement Planning, Estate Planning, Educational Planning, Insurance, Tax Reduction Strategies, Business Owner Planning Mission Statement We provide personalized services to help you achieve your financial goals. Our philosophy at Lincoln Financial Advisors/Sagemark Consulting is to Serve First, which means your interests always come first. We help you grow and preserve wealth by delivering high-level strategic advice customized to fit your financial needs and goals. Our vast financial knowledge and experience enable us to help you create a unique financial plan that best serves you and your family for years to come. Company's minimum portfolio size: $500K Company's minimum net worth: $1M Types of investments handled: Stocks, Stock Mutual Funds, Bonds, Bond Mutual Funds, Real Estate, Employee Stock Options, Alternative Investments, Annuities, International Investments Age: 53 Years of Experience: 26 Educational Background: BA, Financial & Estate Planning - Brigham Young University (1980) Professional licenses and other qualifications: CERTIFIED FINANCIAL PLANNER ™ Practitioner, Series 7, Series 63, Series 65, Series 24, Series 27, Life, Disability income, Long Term Care, Health Number of years at current company: 15 Number of years at previous company: 10 Prefers to meet:   In person or via phone and/or e-mail Fluent in the following foreign languages: None listed Size of firm:  Over 1000 employees Is comfortable with the following client interactions: » Advisor makes decision but checks with you first » You make decisions and guide the advisor   Steve Smartt is a Registered Representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). 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. CRN200610-2000813