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Kirk Buchanan

Kirk Buchanan

Investment Associate

Followers of Kirk Buchanan2000 followers
location of Kirk BuchananUnited States

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  • Timeline

  • About me

    Vice President at Lincoln Financial Group

  • Education

    • University of Alberta

      -
      Indigenous History

    • University of London International Programmes

      -
      English Common Law MOOC

    • The University of Glasgow

      -
      International Relations

    • University of North Texas

      -
      Accounting - Economics - Organizational Behavior

    • The University of Texas at Dallas

      -
      Business Administration

    • Southern Methodist University

      -
      Executive Management Program

    • Amberton University

      -
      Bachelor of Arts (B.A.) Business & Professional Development

  • Experience

    • Donaldson, Lufkin & Jenrette Securities

      Jan 1985 - Jan 1987
      Investment Associate

      Donaldson, Lufkin, Jenrette (DLJ) was acquired by Credit Suisse Group AG in 2000.

    • Southwest Securities

      Jan 1987 - Jan 1991
      Retirement Plans Operations Associate

    • Clairinch Press

      Jan 1989 - now
      Author

    • Kirby Cannon Studio

      Jan 1990 - now
      Artist

      Gallery Representation:Art Mozaik Fine Art Gallery, Canyon Road, Santa Fe, NMTaos Artist Collective, Taos Downtown Historic District, NM

    • PenServ Plan Services

      Jan 1991 - Jan 1992
      Director of Marketing

    • Principal Financial Group

      Jan 1992 - Jan 1993
      Product Development Manager, Retirement Plans

      The Principal/Eppler, Guerin & Turner Securities

    • RBC Wealth Management

      Jan 1993 - Jan 1998

      Dain Bosworth/Rauscher Pierce Refsnes Securities

      • President, Rauscher Pierce Refsnes Insurance Agency

        Jan 1996 - Jan 1998

      • Vice President Product Management

        Jan 1993 - Jan 1998

    • MFS Investment Management

      Jan 1998 - Jan 2008
      Regional Vice President

    • Sun Life Financial

      Jan 2007 - Jan 2008
      Regional Vice President - Corporate Retirement Plan Specialist

      Sun Life acquired the retirement plan business of MFS in 2007.

    • The Hartford

      Jan 2008 - Dec 2013
      Regional Sales Director - Corporate Retirement Plan Specialist

      The Hartford acquired the retirement plan business of MFS/Sun Life Financial in 2008.

    • MassMutual@Work - Workplace Solutions

      Jan 2013 - Dec 2020
      Managing Director - Institutional Markets

      MassMutual acquired The Hartford's retirement plan business in 2013. The division was sold to Empower in 2020.

    • Lincoln Financial Group

      Jan 2021 - now
      Vice President - Institutional Retirement Solutions

      Corporate | Non-Profit | Sovereign Tribal Nations | Governmental Retirement PlansRegistered representative of Lincoln Financial Distributors, Inc. (LFD), a wholesale broker-dealer and FINRA member firm. I do not provide securities recommendations, investment advisory services or tax/legal advice. Insurance products offered through LFD affiliates. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-6739235-062624

  • Licenses & Certifications

    • Accredited Investment Fiduciary (AIF)

      Fi360, A Broadridge company

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • Series 63

      Financial Industry Regulatory Authority (FINRA)

    • Series 65

      Financial Industry Regulatory Authority (FINRA)

  • Volunteer Experience

    • Founder & Executive Director

      Issued by MakingTheMost.org on Jan 2012
      MakingTheMost.orgAssociated with Kirk Buchanan

    • Executive Director

      Issued by The Clar Innes Scholarship Fund on Jan 2001
      The Clar Innes Scholarship FundAssociated with Kirk Buchanan

    • Board Member

      Issued by ASPPA Benefits Council of Dallas/Ft. Worth on Jan 2007
      ASPPA Benefits Council of Dallas/Ft. WorthAssociated with Kirk Buchanan