Nicklas Financial, Inc., provides advisory and consultative services for qualified retirement plans; recruits, trains, and supervises financial representatives and advisors in community banks; and offers thirdparty administrative services for qualified plans through Sentinel Plan Administration.
FROM ONE COMMUNITY BANK TO ANOTHER.
The Country Club Bank Capital Markets Group has assisted community banks build high-grade bond portfolios that reflect specific markets expectations, product preference, income goals and overall risk parameters, since 1985. Our Subsidiary, Asset Management Group (AMG), is focused on the management of community bank balance sheets. AMG services are centered around analytics using quantitative analysis to improve results. AMG's business is taking your data and turning it into valuable insight that you can use to impact your business.
Lincoln Financial Network is a broker dealer that is a part of Lincoln Financial Group – a fortune 200 company. It allows LFN to operate in a position of strength with a commitment to providing financial services solutions to our client partners and their clients. With our bank partners we bring a consultative approach to meet their needs and objectives. In turn we can provide the their clients with access to highly skilled financial professionals that offer products and solutions for building a financial future built on goals and meeting them. The solutions include financial planning, wealth management, retirement planning, workplace solutions and insurance planning. Our services and resources allow our client partners to access the depth and breadth of Lincoln Financials’ expertise, brand reputation and long history of serving clients first, last and always.