Charlotte A. Gist,  CFP<sup>&reg;</sup> - Financial Advisor

Charlotte A. Gist, CFP®

Lincoln Financial Network

10851 Mastin St, Suite 950
Overland Park, KS 66210
(913) 323-3214


Charlotte Gist is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lincoln Financial Network in Overland Park, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources