Business Description

Sagemark Consulting – a division of Lincoln Financial Advisors Corp. – a registered investment advisor. Sagemark is known for its unique wealth management process which has been designed to provide clients with a comprehensive and congruent financial analysis in the areas of investment, estate and business owner planning. We specialize in helping Individuals, Retirees, Executives, Business Owners, and Professionals manage their financial world. Our work includes a detailed emphasis of the following areas:

• Investment Management
• Insurance
• Retirement Planning
• Financial Planning
• Estate Planning
• Business Owner Planning

All of our clients share several distinctive qualities; they are busy, successful and have other advisors (CPA, attorneys, etc.) Our service is designed to complement the work of your other advisors and eventually to develop into a great team working on your behalf.

The most valuable asset to my practice here at Sagemark Consulting is the relationship we have with our current and potential clients. We look forward to continuing these relationships and adding new relationships for years to come.

General Information

Gender:

Male

CRD#:

3163614

Firm CRD#:

3978

Insurance License#:

P164001

Name of Broker/Dealer:

Lincoln Financial Advisors Corp.

States Licensed in:

FL, CO

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Business Owners

Education

Academic Background

MBA - Jacksonville University
BS, Finance - Metropolitan State College of Denver

Services

Investment Types:

Employee Stock Options, Annuities, Bonds, Stocks, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Securities Licenses:

Series 7, Series 66

Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Annuity, Disability Income, Life

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

I am a fee-based financial professional:

Yes

Compensation Methods:

Based on Assets, Commissions, Flat Fee

Prepared By:

James Neel