We are licensed in the following states. If you are a legal resident of one of these states, please proceed. If you are not a resident of the states listed, we may be able to offer our services, after we complete a simple process to be registered in your state.
Securities: Florida, Iowa, Michigan, New York, Ohio, Rhode Island, Virginia
Insurance: Florida, Ohio
The Construction Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.
The Kosek Organization is a marketing name for registered representatives of Lincoln Financial Advisors.
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.