Locke Financial Services, Inc.

Locke Financial Services, Inc. (CRD# 117611) is a financial advisory firm headquartered in Palatine, IL. They manage $51,500,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
660 N. Hicks Road, Suite 120, Palatine, IL 60067
http://www.lockefinancial.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $429,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Locke Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Denzil Locke, financial advisor Palatine IL
Denzil A. Locke
CRD#: 1660024
660 N. Hicks Road, Suite 120, Palatine, IL 60067

Denzil Locke (CRD# 1660024) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has over 26 years of experience in the finance industry.

2
Craig Freund, financial advisor Palatine IL
Craig J. Freund
CRD#: 7391693
660 N. Hicks Road, Suite 120, Palatine, IL 60067

Craig Freund (CRD# 7391693) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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