Mark Thomas Lamkin

Current Employers

Employment History

• 01/2001 → 09/2018
  Lpl Financial Llc
  Louisville, KY
• 09/2018 → 11/2018
  Ae Wealth Management
  Topeka, KS
• 10/2003 → Present
  Lamkin Wealth Management
  Louisville, KY
• 12/2018 → Present
  Calton & Associates, Inc.
  Louisville, KY

Previous Registrations

• 2018-09-13 → 2018-09-18
  Ae Wealth Management, Llc
  Louisville, KY
• 2001-08-09 → 2018-09-14
  Lpl Financial Llc
  Louisville, KY
  Louisville, KY
  Louisville, KY

Other Businesses

1) Lamkin Wealth Management, LLC. Investment related. Address: 901 Lily Creek Road, Suite 102, Louisville, KY 40243. Nature of Business: DBA Financial Services. Position/Title/Relationship: Owner. Hours per month: 160. Hours per month during Securities trading hours: 130. Duties/Responsibilities: Sale of Securities and fixed insurance. 2) Millionaire's Roadmap book. Non-Investment related. Address: 702 Rugby Place, Louisville, KY 40222. Nature of Business: Book. Position/Title/Relationship: Owner. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: No duties. Still have a few copies left. 3) Louisville Wealth Management, LLC. Investment related. Address: 901 Lily Creek Road, Suite 102, Louisville, KY 40243. Nature of Business: Fixed Insurance. Position/Title/Relationship: Owner. Start Date: 01/01/2010. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Refer Medicare, Insurance, or fixed annuities to other agents and in return may get a referral of a securities client. 4) Lamkin Grandkids, LLC. Non-investment related. 1500 S Pope Lick, Louisville, KY 40299. Condo for personal use and rental income. Owner of LLC. Start date: 10/7/2024. Hours/month: 1. Hours/month during securities trading hours: 0. Hired rental company so LLC does not interfere with duties as an advisor. 5) Gradient Insurance Services. Investment related. 3740 SW Burlingame Cir, Topeka, KS 66609. Fixed insurance and FIAs. Position: Agent. Start date: 09/23/2024. Hours/month: 10. Hours/month during securities trading hours: 10. Gradient gives me their advice and research on FIAs and life insurance. 6) Mark T Lamkin Personal Condo; Non-Investment related; 1751 E Scenic Hwy 98, Unit 215, Destin, FL 32541; Decided to put condo up for rent to offset expenses. Owner/Sole Proprietor; Start Date: 3/1/2025; Hours/month: 0; Hours/month during securities trading hours: 0; Rental company will handle 100% of the renting, advertising and cleaning. 7) Tyler Amphitheater; Non-Investment related; 1408 S. Pope Lick Road, Louisville, KY 40299; Consulting on a project for an amphitheater; Consultant; Start Date: 2/28/2026; Hours/month: 3; Hours/month during securities trading hours: 0. 8) Lamkin Wealth Advisory; Investment related; 901 Lily Creek Road, Suite 102, Louisville, KY 40243; Independent RIA; Owner/Sole Proprietor; Start Date: 6/1/2026; I will own and operate an independent RIA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-01
• S63 Uniform Securities Agent State Law Examination
  1991-02-21

Other Names

• Mark Lamkin