Kenneth Locklin, financial advisor Casa Grande AZ
93 score

Kenneth Locklin

CRD Number: 5578889
Current Firm: Packerland Brokerage Services, Inc.

Kenneth Locklin (CRD# 5578889) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Casa Grande, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Inc. Green Bay, WI Dec 2010 - Current 6
Casa Grande Union High School District Casa Grande, AZ Aug 2013 - Jun 2015 1
Three Lions Gaming Casa Grande, AZ Oct 2001 - Mar 2015 13
Thrivent Investment Management Inc. Waukesha, WI Aug 2008 - Nov 2010 2
Thrivent Financial For Lutherans Appleton, WI Aug 2008 - Nov 2010 2
Gila Bend Usd #24 Gila Bend, AZ Aug 2007 - May 2008 < 1
Self-employed Milwaukee, WI Sep 1998 - Jul 2007 8
Aflac Milwaukee, WI Sep 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Kenneth D. Locklin
Phone Number: 920-662-9500
Registered State(s):
  • AZ
  • WI
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $137,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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