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Okun Financial Group, Inc.
Okun Financial Group, Inc.
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Okun Financial Group, Inc.

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Client Forms

Client Consultation Forms

Credit Card ACH Instructions

Customer Relationship Summary / CRS

Document Checklist 1

Document Checklist 2

Expense Worksheet

Fee-Based Financial Planning Process

Financial Planning Services Contract

Risk Tolerance Questionnaire

Kathie Okun ADV, Part 2b

Stuart Gray ADV, Part 2b

LFA Asset Management Programs, Retirement Plan Services and Other
Advisory Services ADV, Part 2A LFN 11323

LFA Financial Planning ADV, Part 2A LFN 11325

LFA Premier Plus Wealth Management Program ADV, Part 2A LFN 11329

 

 

 

 

 


Services in MD and DC
and other states listed below
 

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.  We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Kathie Okun and Stuart Gray are registered representatives of Lincoln Financial Advisors Corp.  Okun Financial Group is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3036680-040920

We are registered to offer securities in AR, CA, CO, DE, DC, FL, LA, MD, MS, NC, NJ, NY, OR, PA, SC, SD, TX, VA and WV.

We are licensed to sell insurance in CA, DC, DE, FL, KY, MD, NC, NJ, NY, PA, SC, VA and WV.  

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies and state variations thereof.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  Firm disclosure information available at www.LFG.com.  *Associated presons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA licenses do not offer tax or legal advice on behalf of the firm.  

 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

1 Blue Chip Advisor of the Year Award is an award from Penn Mutual and its broker/dealer Horner, Townsend & Kent (HTK) which recognizes an HTK advisor who is a top sales performer and demonstrates high standards of integrity, ethics and performance in helping clients achieve financial security. Kathie Okun was nominated for this internal award which was independently granted.

 

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