Lincoln Financial

Lincoln Financial Advisors, which includes the Sagemark Consulting division, is an independent broker-dealer with a national network of financial professionals.

Our financial professionals are committed to long-term client relationships and have access to a diverse spectrum of products and specialized support. They may also provide integrated, personalized solutions and fee-based financial planning to help individuals, business owners, professionals, executives and retirees develop estate, business succession, retirement and financial plans. 


  • Wealthscape InvestorSM
    View the positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts.  
  • OmniSourceTM  
    See consolidated statements and performance reporting at any time for a comprehensive view of your finances. 
  • Enroll in eDelivery for your NFS Statements
    Beginning in September 2022, clients with accounts at National Financial Services LLC (NFS) will begin to incur a $3.00 per quarter charge for each account generating printed and mailed account statements or trade confirmations. Accounts enrolled in eDelivery for account statements and trade confirmations by September 27, 2022 will avoid this $3.00 quarterly fee.

    Contact your financial professional for assistance on how to enroll in eDelivery.

    Learn more about Wealthscape Investor and eDelivery.


  • AdviceNext Gateway®  
    Access to a suite of more than 40 web-based applications and sites that enable you to be more productive with single sign-on, session keep-alive and password keeper features.
  • Lincoln Solutions Center  
    Access product information and other details to manage your Lincoln Life and Annuities Business, including Commissions, Life, Annuity and Retirement Book of Business, Pending Status and Assets Under Management.
  • Join Lincoln Financial Network  
    Make the move to independence. Learn more about partnering with an independent broker-dealer dedicated to providing personalized affiliation options and a financial professional-centric, client-focused culture to financial professionals and a network of general agents.