Lockton Investment Advisors, LLC

Lockton Investment Advisors, LLC (CRD# 144133) is a financial advisory firm headquartered in Kansas City, MO. They manage $7,570,017,688 in 266 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,570
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $28,458,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Lockton Investment Advisors, LLC
Showing 1 - 10 of 116 top financial advisors.
1
Glenn P. Able
CRD#: 1380183
2100 Ross Avenue, Suite 1200, Dallas, TX 75201

Glenn Able (CRD# 1380183) 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.

2
Kathleen R. Aicher
CRD#: 1573336
725 S Figueroa St, 35th Floor, Los Angeles, CA 90017

Kathleen Aicher (CRD# 1573336) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Los Angeles, CA and has over 24 years of experience in the finance industry.

3
Julie W. Alford
CRD#: 3116179
4725 Piedmont Row Drive, Suite 510, Charlotte, NC 28210

Julie Alford (CRD# 3116179) 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.

4
David W. Altimont
CRD#: 1253291
2100 Ross Avenue, Suite 1200, Dallas, TX 75201

David Altimont (CRD# 1253291) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

5
Thomas E. Altimont
CRD#: 6767013
2100 Ross Avenue, Ste 1200, Dallas, TX 75201

Thomas Altimont (CRD# 6767013) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 3 years of experience in the finance industry.

6
Robert N. Andrew
CRD#: 1874460
8110 E Union Avenue Suite 700, Denver, CO 80237

Robert Andrew (CRD# 1874460) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 10 years of experience in the finance industry.

7
Scott H. Andricks
CRD#: 4391449
2100 Ross Avenue, Suite 1200, Dallas, TX 75201

Scott Andricks (CRD# 4391449) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 19 years of experience in the finance industry.

8
Matthew J. Arnoult
CRD#: 5779655
3657 Brianpark Drive, Ste 700, Houston, TX 77008

Matthew Arnoult (CRD# 5779655) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Houston, TX and has over 7 years of experience in the finance industry.

9
David B. Arvola
CRD#: 5081115
Three City Place Drive, Suite 900, St Louis, MO 63141

David Arvola (CRD# 5081115) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in St Louis, MO and has over 14 years of experience in the finance industry.

10
Julie D. Babcock
CRD#: 4526656
1801 K Street Nw Suite 200, Washington, DC 20006

Julie Babcock (CRD# 4526656) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 17 years of experience in the finance industry.

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