Sandra Lackman
Sandra Lackman is a registered investment advisor at Lifemark Securities CORP., based in Hermann, MO, with 27 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
2321 Drake School Road, Hermann, MO, 65041
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sandra is an independent insurance agent since 1998, dedicating minimal time to selling insurance products. She is also part owner of a family farm, spending about 10-20% of her time raising farm animals and vegetables for sale.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.
Interactive Financial Advisors
Foresters Equity Services, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
1st Discount Brokerage, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.