Christopher Fromm, ChFC®, CFP®, CBEC

I joined Osaic via the acquisition of Lincoln Financial Advisors. I joined Lincoln Financial Advisors/Sagemark Consulting in 2001 and specialize in comprehensive financial planning for highnet-worth individuals with expertise in estate and business planning. I hold the CFP®, CBEC®, and ChFC® designations in addition to the Series 6, 7, and 66 registrations, along with the Florida Life, Health and Annuity license.

 
I am a member of the National Planning Institute and serve on the Estate and Business Planning Committee, Business Intelligence Institute*, Sagemark Private Wealth Services Group**, and support Dynamic Financial Planning.

I am a graduate of the University of North Florida with a bachelor’s degree in Business Administration. I reside just outside of Jacksonville, FL with my wife, son, and dog.

Securities and investment advisory services are offered through the firms: Osaic FS, Inc. and Osaic FA, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Additionally, investment advisory services may be offered through Sagemark Consulting, a marketing name for Osaic FA, Inc. Osaic FS, Inc. and Osaic FA, Inc. are separately owned and other entities and/or marketing names, products, or services referenced here are independent.

*The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.

**An internal Osaic FA organization of top planners who focus on clients in the high net worth market.

CRN-7314834-111324