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Sandra Renee Lackman

Advisor at Lifemark Securities Corp. — Hermann, MO

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Hermann, MO

Lifemark Securities Corp. logo

Lifemark Securities Corp.

Multi-team

Total advisors

75

Across 59 offices

Clients per advisor

14 Very Low

Avg AUM per client

$403,551 Low

HNW client ratio

6% Low

About

Sandra Lackman is a financial advisor with Lifemark Securities Corp. in Hermann, MO, holding Series 63 and Series 65 registrations and having 27 years of industry experience. She previously worked at Foresters Equity Services, Inc. for seven years before joining Lifemark Securities in 2018. Outside of her advisory role, she is a part owner of a family farm where she raises animals and vegetables for sale. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and provides suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Client services

Based on Lifemark Securities Corp.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lifemark Securities Corp.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.

Percentage

$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval

Commissions

Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour.

Other

Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.

Location

See office

Hermann, MO

Hermann MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

28 years of industry experience

Lifemark Securities Corp .

2018 - Present • 8 years

Rochester, NY

Foresters Equity Services, Inc

2011 - 2018 • 7 years

Herman, MO

Centaurus Financial, Inc.

2009 - 2010 • 1 year

QA3 Financial LLC

2007 - 2009 • 2 years

Tower Square Securities, Inc.

2005 - 2006 • 1 year

Hermann, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James S

Series 63, Series 65

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 25 years at Edward D. Jones & Co., L.P. Stiles maintains an active interest in local agriculture and land use through ownership of a farm that provides hunting leases and crop production. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm uses various analytical approaches and both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Daniel S

Series 63, Series 65

Hermann, MO

Benjamin F. Edwards & Company, Inc.

Daniel Schulte is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Schulte manages a bed and breakfast and real estate operations through Peace Valley Properties, LLC, and also works as a bartender at Crown Suites 1837 Cellar Bar in Hermann, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a wide range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Donald R

Series 63, Series 66

New Haven, MO

Edward Jones

Donald Ruzicka is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations. His career includes seven years at Scottrade before joining Edward Jones, where he has worked since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey A

Series 63, Series 66

Warrenton, MO

Edward Jones

Jeffrey Arnold is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AIG Capital Services, American General Life Insurance, Nexbank Securities, and S2K Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

John L

Series 66

Hermann, MO

Edward Jones

John Lackman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Melton Machine & Control Company for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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