Michael Patton, financial advisor Kansas City MO
93 score

Michael Patton

CRD Number: 5518798
Current Firm: Lockton Investment Advisors, LLC

Michael Patton (CRD# 5518798) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lockton Financial Advisors, LLC Kansas City, MO Oct 2009 - Current 7
Lockton Companies, LLC Kansas City, MO Oct 2009 - Current 7
Lockton Investment Advisors, LLC Kansas City, MO Oct 2009 - Current 7
Multi-financial Securities Corporation Denver, CO Apr 2008 - Oct 2009 1
Assurant Employee Benefits Kansas City, MO Jun 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Michael C. Patton
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
93
Clean Record
This advisor has a clean track record with regulators.

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