Salvador Huizar Flores-Chatfield

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

• 08/2013 → 07/2023
  Horace Mann Companies
  Springfield, IL
• 02/2015 → 07/2023
  Horace Mann Investors, Inc.
  Springfield, IL
• 07/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2023 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2018-09-13 → 2023-07-05
  Horace Mann Investors, Inc.
  San Dimas, CA
  Springfield, IL
  Covina, CA

Other Businesses

COVINA VALLEY OPTIMIST CLUB POSITION: President NATURE: Non-profit: Service Club INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2023 ADDRESS: 861 South Village Oaks Drive, Covina CA 91724, United States DESCRIPTION: Philanthropy. Youth sports scholarships FLORES-CHATFIELD & CHATFIELD INC., DBA CHATFIELD WEALTH MANAGEMENT POSITION: President NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 01/18/2019 ADDRESS: 258 E. Badillo St., Suite A, Covina CA 91723, United States DESCRIPTION: DBA for Lincoln business. SAL FLORES-CHATFIELD POSITION: Referral Partner NATURE: Insurance Referrals INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2023 ADDRESS: 258 E. Badillo Street, Suite A, Covina CA 91723, United States DESCRIPTION: Connect clients to P&C Partners CITY OF COVINA FINANCE ADVISORY COMMISSION POSITION: Commissioner on the Finance Advisory Commission NATURE: Incorporated City INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 125 E College St, Covina CA 91723, United States DESCRIPTION: Advise on the official budget, income and expenses for the City of Covina.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-12
• S63 Uniform Securities Agent State Law Examination
  2015-07-03

Other Names

• Salvador Flores-Chatfield
• Salvador Huizar Flores