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Karen K Putman

Lincoln Financial Distributors, Inc.

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About Karen K Putman

Karen Putman is a financial advisor with Lincoln Financial Distributors, Inc., located in Fort Wayne, Indiana. Karen has been in the financial services industry since December 1985, previously working for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Lincoln National Pension Insurance Company. Karen holds the Series 6 license.

Firm Information

Karen Putman is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Karen Putman’s Registration & Firm History

IN

05/01/2007 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

12/09/1985 - 05/21/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/09/1985 - 05/01/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

12/09/1985 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen K Putman.
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