Mark Lindloff, CFP®
Vice President of Investments Division
Mark’s first priority is helping you pursue your financial goals. He splits his time between our Kentucky and Ohio offices to make meetings convenient for you and other clients.
Mark prides himself on delivering the professional, personalized service you need to make informed decisions about your financial future. By getting to know his clients’ goals, Mark is able to develop a strategy designed to pursue specific needs and financial objectives.
Mark’s expertise centers around providing in-depth financial analysis and customized investment plans, as well as high-level assessments of estates, so that informed decisions can be made for important life events such as college tuition, legacies for grandchildren, living the retirement lifestyle you desire or being charitably minded.
Mark is a certified financial planner™ (CFP®) and hold his Chartered Retirement Planning Counselor (CRPC®) certification. He has passed the Series 6, 7, 63 and 66 securities exams and graduated from Wright State University with a degree in financial services in 2001.
Mark and his wife, Dani, have two children, Kenli and Logan.
Mark is an advisory representative offering investments and advisory services through Lincoln Financial Securities, Member SIPC. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal professional regarding your personal circumstances.