Lockshield Partners, Inc.

Lockshield Partners, Inc. (CRD# 175433) is a financial advisory firm headquartered in Glasgow, KY. They manage $63,519,000 in 310 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $204,900
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, TN

Financial Advisors at Lockshield Partners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeremiah W. Harston
CRD#: 5863764
301 South Broadway, Glasgow, KY 42141
93
Wealthminder
score

Jeremiah Harston (CRD# 5863764) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 5 years of experience in the finance industry.

2
Daniel J. Klein
CRD#: 3213917
301 South Broadway, Glasgow, KY 42141
93
Wealthminder
score

Daniel Klein (CRD# 3213917) is an Investment Advisor Representative working at Lockshield Partners, Inc. in Glasgow, KY and has over 17 years of experience in the finance industry.

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