Lockton Investment Advisors, LLC

Lockton Investment Advisors, LLC (CRD# 144133) is a financial advisory firm headquartered in Kansas City, MO. They serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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
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.

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

Financial Advisors at Lockton Investment Advisors, LLC
Showing 1 - 10 of 86 top financial advisors.
1
Glenn P. Able
CRD#: 1380183
2100 Ross Avenue, Suite 1200, Dallas, TX 75201
96
Wealthminder
score

Glenn Able (CRD# 1380183) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 10 years of experience in the finance industry.

2
Joshua D. Binford
CRD#: 5564157
4725 Piedmont Row Drive, Suite 510, Charlotte, NC 28210
96
Wealthminder
score

Joshua Binford (CRD# 5564157) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Charlotte, NC and has over 6 years of experience in the finance industry. Joshua Binford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles R. Grimes
CRD#: 1085773
14850 N. Scottsdale Road, Ste 225, Scottsdale, AZ 85254
96
Wealthminder
score

Charles Grimes (CRD# 1085773) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry.

4
Nancy L. Lewallen
CRD#: 5784430
2100 Ross Ave Suite 1200, Dallas, TX 75201
96
Wealthminder
score

Nancy Lewallen (CRD# 5784430) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 6 years of experience in the finance industry. Nancy Lewallen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jason B. Maples
CRD#: 2237883
8110 E Union Avenue Suite 700, Denver, CO 80237
96
Wealthminder
score

Jason Maples (CRD# 2237883) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 24 years of experience in the finance industry. Jason Maples has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Daniel J. Nemmers
CRD#: 1002629
8110 E. Union, Suite 700, Denver, CO 80237
96
Wealthminder
score

Daniel Nemmers (CRD# 1002629) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 34 years of experience in the finance industry.

7
Thomas P. Simonson
CRD#: 2491186
4725 Piedmont Row Drive, Suite 510, Charlotte, NC 28210
96
Wealthminder
score

Thomas Simonson (CRD# 2491186) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Charlotte, NC and has over 22 years of experience in the finance industry. Thomas Simonson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Robert N. Andrew
CRD#: 1874460
8110 E Union Avenue Suite 700, Denver, CO 80237
93
Wealthminder
score

Robert Andrew (CRD# 1874460) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 5 years of experience in the finance industry.

9
Scott H. Andricks
CRD#: 4391449
2100 Ross Avenue, Suite 1200, Dallas, TX 75201
93
Wealthminder
score

Scott Andricks (CRD# 4391449) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 15 years of experience in the finance industry.

10
David B. Arvola
CRD#: 5081115
Three City Place Drive, Suite 900, Saint Louis, MO 63141
93
Wealthminder
score

David Arvola (CRD# 5081115) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.