Matthew Filing, financial advisor Kansas City MO
89 score

Matthew Filing

CRD Number: 6243585
Current Firm: Lockton Investment Advisors, LLC

Matthew Filing (CRD# 6243585) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Investment Advisors, LLC Kansas City, MO Dec 2013 - Current 3
Lockton Financial Advisors, LLC Kansas City, MO Aug 2013 - Current 3
Lockton Companies, LLC Kansas City, MO Jan 2013 - Current 3
Hays Companies Of Kansas City Kansas City, MO Jul 2008 - Jan 2013 4
Goodman Gravley Insurance Source Olathe, KS Feb 2004 - Jul 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Matthew J. Filing
Phone Number: 816-960-9000
Firm Website: http://www.lockton.com/
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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