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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2024-05-14 |
Branch Locations
38052 Euclid Ave. Suite 104, Willoughby, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2014 | Present |
RKL FINANCIAL LLC POSITION: Administrative Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/13/2014 ADDRESS: 38052 Euclid Ave Suite 104, Willoughby OH 44094, United States DESCRIPTION: File, organize paperwork, research products, phone calls, assistant to Kriss Lausin on day to day operations. MICHAEL LAUSIN POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/08/2025 ADDRESS: 38052 Euclid Ave, Suite 104, Willoughby OH 44094, United States DESCRIPTION: Life Insurance, Fixed Annuities ,Long Term Care, Going over and renewing existing policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-02 |
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