Salient Wealth Planning Group
Associates of Salient Wealth Planning Group are registered representatives of Lincoln Financial Advisors Corp. Salient Wealth Planning Group is a marketing name used to conduct business through Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp, a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN-3246705-091720
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
80
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- SA
Shaffique Ali
Client Services Manager · Customer/Client Service
EmailPhone - TH
Trenton Hinely
Client Services Manager · Customer/Client Service
EmailPhone - AH
Alec Hoag
Financial Planner · Finance & Accounting
EmailPhone - OC
Oliver C.
Investment Analyst · Other
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Salient Wealth Planning Group
6 distinct titles indexed · top 6 shown.
- 2client services manager
- 1financial planner
- 1founder and ceo
- 1investment analyst
- 1practice manager
- 1private wealth advisor
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