15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Richard Norkum has been in the financial services industry for more than 30 years. With a background in accounting and taxes, he started an accounting and tax practice to assist individuals and small businesses in the Charlotte area in 1981. In 1985 he added financial planning and investment and insurance products to meet the needs of his clients. Rich is a CFP® professional, having received his Certified Financial Planner™ certification in 1990. He is a registered representative of Lincoln Financial Securities Corporation, a registered broker/dealer, member SIPC, as well as a Registered Investment Advisor Representative of Lincoln Financial Securities through which he offers financial planning.
Rich specializes in retirement and income distribution planning for his clients who are planning on retiring or already retired. He takes a conservative approach in using investment and insurance based products to meet his clients’ retirement needs. He also does legacy planning for many of his clients’ children and grandchildren.
To further assist his service offering to clients, Rich has partnered with Les Wilson who is also an Advisory Representative with Lincoln Financial Securities and WealthPlan Financial Group in Charlotte, NC. Through this partnership, clients can expect an expanded ability to meet their comprehensive planning needs with the most current solutions.
Rich has 2 children and 3 grandchildren. He enjoys an active lifestyle that includes both cultural activities as well as outdoor activities that include golf, hiking, biking, kayaking and dancing. His home is in Lake Wylie, SC and enjoys time away at his second home in Latitudes Margaritaville in Hardeeville, SC.
LFS-2627260 – 070319