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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

77

Across 60 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

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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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Peoples Savings Wealth Management LLC and has previously worked at Peoples Savings Bank, Cambridge Investment Research Advisors, and the Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, focusing on insurance products and exchange-traded funds.

Annuities College savings (529s, UTMA, etc.) Debt management
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James S

Series 65, Series 63

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &PARTNERS who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before joining &PARTNERS in 2024. Outside of his advisory work, he manages a farm land property leased for hunting and crop production in Gerald, MO. &PARTNERS serves a wide range of clients including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers to offer discretionary and non-discretionary portfolio management across various investment strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
user avatar

Daniel S

Series 63, Series 65

Hermann, MO

Benjamin F. Edwards & Company, Inc.

Daniel Schulte is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he manages a bed and breakfast business and works as a bartender at a local bar in Hermann, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

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
user avatar

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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