November 26, 2014 9:21 PM ET

Capital Markets

Company Overview of Lincoln Financial Advisors Corporation

Company Overview

Lincoln Financial Advisors Corporation operates as a broker/dealer and investment advisor in the United States. The company offers estate planning services in the areas of property ownership, distribution strategies, and estate tax reduction techniques; and retirement planning services, including needs assessment, retirement income modeling, benefits analysis, and asset allocation strategies. It also provides investment planning services, such as advice, consulting, and planning; portfolio modeling, analysis, and design; development of investment policy statement; implementation of manager search and selection; and ongoing monitoring, due diligence, and reporting. In addition, the company of...

1300 South Clinton Street

Suite 150

Fort Wayne, IN 46802

United States

Founded in 1968

Phone:

260-455-2562

Key Executives for Lincoln Financial Advisors Corporation

Managing Principal
Chief Financial Officer
Age: 50
President of Lincoln Financial Distributors Inc
Age: 49
Director and President of Lincoln Financial Group
Age: 64
President of Lincoln Financial Network
Age: 50
Compensation as of Fiscal Year 2014.

Lincoln Financial Advisors Corporation Key Developments

Lincoln Financial Advisors Appoints Wendy Boyd as Vice President of Channel Insurance Sales

Lincoln Financial Network announced the appointment of Wendy Boyd as vice president of Channel Insurance Sales for Lincoln Financial Advisors (LFA). Reporting to John DiMonda, senior vice president and head of LFA, Boyd leads a new team of regional marketing directors of insurance. She is responsible for building Lincoln's Life Brokerage business and driving overall life insurance sales for LFA. Boyd joined Lincoln from Crump Group Inc., where she spent the last nine years as senior vice president of Sales and Learning Development. Prior to joining Crump, Boyd spent eight years at Automatic Data Processing (ADP) serving in a variety of sales roles.

Lincoln Financial Advisors Corporation Appoints Greg Smith as Managing Principal

Greg Smith has been appointed Managing Principal of Lincoln Financial Advisors Corporation. In this capacity, Smith will lead efforts to widen LFA's footprint in this region and grow market share. Smith will report to Mike May, Managing Director of Lincoln Financial Advisors' Midwest regional planning group, which includes the Minneapolis regional offices. Smith brings more than 25 years of experience in the financial services industry to his new role. Prior to joining Lincoln Financial Advisors, Smith served as senior vice president and channel head at several firms including Crump Life Insurance Services in Schaumberg, IL, Sun Life Financial in Boston, MA, ING in Minneapolis, MN, and Lincoln Financial Distributors in Philadelphia, PA.

Lincoln Financial Advisors Corporation Appoints Gene Tannenbaum as Managing Director

Lincoln Financial Network announced that Gene Tannenbaum has been appointed managing director of Lincoln Financial Advisors Corp. (LFA), with responsibility for leading the Metro New York/New Jersey Regional Planning Group. Tannenbaum will manage the Long Island, New Jersey and New York regional planning offices responsible for recruiting and retaining advisors and driving sales growth and overall strategy execution for the region. Tannenbaum joins Lincoln Financial Advisors from Woodbury Financial Services, where he served from 2005 to 2013 as a regional vice president, in Poughquag, N.Y., for the northeast region.

Similar Private Companies By Industry

Company Name Region
Miller Tabak + Co., LLC, Research Division United States
Regional Media Advisors LLC United States
Obsidian Research Group, LLC United States
Cohen & Company Securities, LLC United States
Deutsche Bank Capital Funding LLC V United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Lincoln Financial Advisors Corporation, please visit --. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.