Sandra R. Lackman

LIFEMARK SECURITIES

Hermann, MO 65041

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CRD#: 2993771

Professional summary

Sandra Renee Lackman, who also goes by Sandra Renee Benz, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in Hermann, Missouri.

Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Sandra has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra Renee Benz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Independent Insurance Agent/investment related/2321 Drake School Rd, Hermann, MO 65401/Selling of insurance products, not provided through LifeMark Securities, through LMS approved marketing organizations/Sales/1/1998/1 hour per month/Working with prospects and clients to determine the best insurance product to meet their needs, then writing the application and placing the business. 2.Benz Family Farm LL/Not investment related/2302 Drake School Rd, Hermann MO, 65041/Part owner of family farm/Raising farm animals and vegetables to sell/3/2010/30 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Renee Lackman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Sandra Renee Lackman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2018 - Present

LIFEMARK SECURITIES CORP.

Office #1: 2321 Drake School Road, Hermann, MO 65041

RIA

CRD#: 16204

Hermann, MO

Current

October 17, 2018 - Present

LIFEMARK SECURITIES CORP.

RIA

CRD#: 16204

Hermann, MO

Past

May 1, 2013 - October 17, 2018

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

HERMAN, MO

Past

June 29, 2012 - April 19, 2013

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

HERMAN, MO

Past

May 11, 2011 - May 2, 2012

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

HERMANN, MO

Past

February 7, 2011 - October 17, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

October 26, 2009 - December 31, 2010

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

HERMANN, MO

Past

October 23, 2009 - December 31, 2010

CENTAURUS FINANCIAL, INC.

CRD#: 30833

HERMANN, MO

Past

February 27, 2007 - September 15, 2009

QA3 FINANCIAL LLC

RIA

CRD#: 104957

HERMANN, MO

Past

February 27, 2007 - September 15, 2009

QA3 FINANCIAL CORP.

CRD#: 14754

HERMANN, MO

Past

May 23, 2006 - December 31, 2006

1ST DISCOUNT BROKERAGE, INC.

CRD#: 39164

HERMANN, MO

Past

July 18, 2005 - May 23, 2006

TOWER SQUARE SECURITIES, INC.

RIA

CRD#: 833

HERMANN, MO

Past

March 2, 2005 - May 23, 2006

TOWER SQUARE SECURITIES, INC.

CRD#: 833

HERMANN, MO

Past

April 4, 2002 - March 18, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

January 16, 1998 - April 3, 2002

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA

Registered Investment Advisory firm - SEC (10/17/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/23/2018)

Illinois
(4/28/2020)

Missouri
(10/17/2018)

IAR

Missouri
(10/17/2018)

Ohio
(1/4/2022)

IAR

Texas
(10/17/2018)

Texas
(5/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/1/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/7/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA

Registered Investment Advisory firm - SEC (10/17/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

400 West Metro Park, Rochester, NY 14623

Mailing Address

400 West Metro Park, Rochester, NY 14623

Phone number

(585) 424-5672

Established

New York since 04/04/1983

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

SEC notice filing (46 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE 2A (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
KALINOWSKI, ANDREW JOSEPH	VP / BOARD MEMBER/SECRETARY	263409
MICCICHE, VINCENT JR	TREASURER/ FINOP/PFO/POO	702149
PRISCO, JAMES JOSEPH	CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER	2653402
PRISCO, JAMES JOSEPH	PRESIDENT / BOARD MEMBER	2653402
GEORGIEV, ALEXANDRE JR.	CCO OF THE RIA / DIRECTOR OF OPERATIONS	5307830

Regulatory assets under management

Total Number of Accounts	2,021
AUM (Assets Under Management)	$ 461,475,636

Disclosures

Regulatory Event	2
Arbitration	3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sandra R. Lackman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Renee Lackman's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Sandra Renee Lackman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEMARK SECURITIES CORP.

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

INTERACTIVE FINANCIAL ADVISORS

FORESTERS EQUITY SERVICES, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

1ST DISCOUNT BROKERAGE, INC.

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

LIFEMARK SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2001

Series 63

Date: 1/8/1998

SIE

Date: 10/1/2018

Series 6

Date: 1/7/1998

FINRA

Current Firm

LIFEMARK SECURITIES CORP.

Contact information

SEC notice filing (46 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

LIFEMARK SECURITIES CORP.

TRUST BUT VERIFY

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