Lamkin Wealth Management - Tailored Financial Services
   

Meet Our Team

Mark T. Lamkin
Founder & President
Lamkin Wealth Management
mark.lamkin@lpl.com

Mark T. Lamkin, MBA, RFC, CSA is founder and CEO of Lamkin Wealth Management, a financial planning firm located in Louisville, Kentucky. Lamkin specializes in retirement planning and 401(k) funds management and provides clients with retirement planning that helps to protect, manage, and grow his client's work of a lifetime.

As a Registered Financial Consultant, Lamkin's financial licensing is under the jurisdiction of the NASD through LPL Financial, the nation's #1 independent brokerage firm for 15 consecutive years (as reported by Financial Planning Magazine, June 1996-2010).

Having reached his target net worth goal by the age of thirty-five, Mark T. Lamkin is no stranger to success. From growing up in rural Bullitt County, Kentucky where he was the first in his family to attain a college degree, Lamkin went on to earn an MBA degree while forming Lamkin Wealth Management.

Lamkin's love for business and negotiation has netted many successful land and business deals. And prior to forming Lamkin Wealth Management, he was named Top Representative for nine consecutive years for a financial services firm in Louisville, Kentucky.

Other Lamkin Wealth Management Professionals

Rodney C. Brooks
Senior Vice President & LPL Wealth Advisor
Lamkin Wealth Management
rodney.brooks@lpl.com

  • Over 25 years industry experience
  • VP & Program Manager for Regional Bank-Brokerage Division
  • BA from Evangel University
  • Series 7 & 66 licensed
  • Life and health insurance licensed
  • United States Coast Guard Licensed Merchant Marine Captain

Jonathan D. Upton
Wealth Plan Investment Strategist
Lamkin Wealth Management
jonathan.upton@lpl.com

  • 7 years industry experience
  • Business Administration with emphasis in Finance Degree from Transylvania University
  • Series 7, 63 & 24 licensed with LPL Financial
  • Certified Financial Planner®
  • Chartered Retirement Planning Counselor
  • Life insurance licensed

Diane Graham
Team Leader
diane.graham@lpl.com

J.C. Hutchins
Senior Operations Associate
john.hutchins@lpl.com

Jennifer Lamkin
Administrative Assistant
jennifer.lamkin@lpl.com

   


Securities offered through LPL Financial Member FINRA/SIPC and An Investment Advisor The LPL Financial registered representatives
associated with this site may only discuss and/or transact securities with the residents of the following states: KY, IN, TN, FL, NY.
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org or www.finra.org.

 
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