Gregory T Sankey

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 06/2020
  The Horace Mann Companies
  Springfield, IL
• 06/2020 → Present
  Lincoln Investment
  Fort Washington, PA
• 06/2020 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2015-02-23 → 2020-06-08
  Horace Mann Investors, Inc.
  Mercer, PA
  Indiana, PA
  Mercer, PA
  Zelienople, PA
  Indiana, PA

Other Businesses

SANKEY INSURANCE AND FINANCIAL SERVICES, INC. DBA SANKEY FINANCIAL SERVICES POSITION: President and Owner NATURE: Insurance and Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2010 ADDRESS: 7221 West Market St, Mercer PA 16137, United States DESCRIPTION: DBA for Lincoln business. Also insurance/fixed annuity sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-27
• S63 Uniform Securities Agent State Law Examination
  2008-05-22

Designations

• Certified Financial Planner

Other Names

• Gregory T Sonkey