Burns Financial Advisors
41yrs
Top advisor by experience in Independence
9yrs
Mark Lapsevich
Financial advisor at Lincoln Investment
Mark Lapsevich is a financial advisor in Independence, Ohio, with 9 years in the industry. After two years at Legend Advisory, Mark joined Lincoln Investment in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. Lincoln Investment reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2 Summit Park Drive, Suite Suite 210, Independence, OH 44131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowCapital AnalystsCurrent
- 2017 – nowLincoln InvestmentCurrent firm
- 2017 – 2019Legend Advisory, LLCPreviously
Contact Mark
2 Summit Park Drive, Suite Suite 210Independence, OH 44131Office · Get directions Firm main line(215) 887-8111Headquarters: Lincoln Investment · Fort Washington, PA Facebook pageLincoln Investment
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Lincoln Investment at (215) 887-8111 and ask for Mark Lapsevich. Mark works from the Independence, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Mark hold?
No exams are listed on the official record.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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