Lincoln Financial Distributors Hires National Sales Manager

Tim Seifert joins Lincoln Financial Distributors as vice president, national sales manager, of its intermediary retirement plan services business.

The wholesale distribution subsidiary of Lincoln Financial Group announces the addition of Tim Seifert as vice president, national sales manager, of the intermediary retirement plan services business. Seifert is responsible for expanding Lincoln’s small market retirement plan services sales force, while ensuring advisers continue to receive quality service. Additionally, he is tasked with developing and implementing strategies that increase awareness of Lincoln’s broad portfolio of retirement plan solutions, and helping advisers bring quality retirement outcomes to their clients.

“We are committed to further strengthening Lincoln’s reputation as the industry’s leading authority on retirement plan services and broadening our footprint in the marketplace,” says John Kennedy, head of Lincoln’s retirement solutions distribution unit. “Our growth and sales efforts continue to prosper, and Seifert’s nearly three decades of financial services experience, vast knowledge and expertise in all areas of distribution, and proven history of creating exponential growth in the intermediary channel will help take our expansion initiative to a new level.”

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

Seifert has held senior sales leadership roles at Prudential and RS Investments and has spent 23 years at PLANCO Financial Services Group. He holds a bachelor of science degree in marketing from Elizabethtown College.

Ortner, O’Brien and Ortner Becomes OneSource Retirement Advisors

Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.

OneSource Retirement Advisers will continue to provide retirement transition support that covers investment management, tax planning and estate counseling under the new brand. 

“The new name reflects our unique, multi-disciplinary advisory role,” says John O’Brien, OneSource president. “Only 8% of all advisers provide a total wealth management solution, yet surveys show over and over that the emerging affluent customer wants a coordinated solution.”

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

The Malvern, Pennsylvania-based company has grown to over $250 million in assets under management. OneSource uses its multi-disciplinary approach to solve problems and work with customers on transitions from retirement planning through retirement living.

More on the firm is available here.

«