Brian  Hartman,  CFP<sup>&reg;</sup> - Financial Advisor

Brian Hartman, CFP®

Investment Advisor

Lincoln Financial Securities

3217 Summit Square Place, Suite 200
Lexington, KY 40509-9049
(859) 254-6406 CONNECT WITH Brian
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General

Brian Hartman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lincoln Financial Securities in Lexington, KY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Kentucky
  • Fixed annuities: Kentucky

Broker-Dealer Affiliation

Lincoln Financial Network

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Starting a Family, Long-term Care

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Helpful Financial Planning Resources