Mark Lamkin, MBA, is the founder and CEO of Lamkin Wealth Management. He adheres to an Advance & Protect process that provides tactical investment strategies in today's volatile markets. He focuses on getting—and keeping—his clients retired. In 2013, Business First ranked his firm in the Top 10, and in 2014, Barron's Financial listed Mark as one of the top financial professionals in Kentucky. The Barron's Top 1200 Financial Advisors award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
Mark's financial registration is under the jurisdiction of FINRA through Calton & Associates, Inc. Coming from humble beginnings in Bullitt County, Mark realized at a young age that helping people was his true passion. After watching a close family member go through a painful bankruptcy, he decided that becoming a financial planner was his dream and made a promise never to let that happen again to someone in his life. At that moment, a financial services career was born, and he now strives to help clients avoid the pitfalls of poor decision-making. He does this by giving them the best advice through wealth management services and being an estate planning consultant. His goal is for his clients to pursue their lifetime goals and enrich the world through their legacies.
Prior to forming Lamkin Wealth Management, Mark was named Top Representative for nine consecutive years based on assets under management for a financial services firm in Louisville, Kentucky. Over the last 10 years, Lamkin Wealth Management has vaulted to become one of the leading firms in the state, according to Barron's Magazine. Mark has two adult children, Zachary and Sydney, and is a proud grandfather.
- Finance Degree University of Louisville
- MBA Bellarmine University
- Series 6, 7,66, 24 Licenses and CFP® Certification
- Life and Health Insurance Licensed
- Nationally recognized Financial Expert