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 41 states (or territories).

Current Firm Details
444 W 47th Street, Suite 900, Kansas City, MO 64112
https://twitter.com/lockton_retire
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Lockton Investment Advisors, LLC
Showing 11 - 20 of 26 top financial advisors.
11
Patricia Lee, financial advisor Denver CO
Patricia M. Lee
CRD#: 5813810
8110 E Union Avenue Suite 700, Denver, CO 80237

Patricia Lee (CRD# 5813810) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 13 years of experience in the finance industry.

12
Jason Maples, financial advisor Denver CO
Jason B. Maples
CRD#: 2237883
8110 E Union Avenue Suite 700, Denver, CO 80237

Jason Maples (CRD# 2237883) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 31 years of experience in the finance industry.

13
Neil Metzheiser, financial advisor Atlanta GA
Neil M. Metzheiser
CRD#: 5353170
3280 Peachtree Rd Nw, Suite 1000, Atlanta, GA 30305

Neil Metzheiser (CRD# 5353170) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

14
Michael Monahan, financial advisor Mineapolis MN
Michael R. Monahan
CRD#: 4825876
5500 Wayzata Blvd Suite 510, Mineapolis, MN 55416

Michael Monahan (CRD# 4825876) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Mineapolis, MN and has over 19 years of experience in the finance industry.

15
Christian Moreno, financial advisor Dallas TX
Christian M. Moreno
CRD#: 6186445
2100 Ross Avenue, Suite 1200, Dallas, TX 75201

Christian Moreno (CRD# 6186445) 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.

16
Keith Mulvihill, financial advisor Washington DC
Keith R. Mulvihill
CRD#: 4223162
1801 K Street Nw Suite 200, Washington, DC 20006

Keith Mulvihill (CRD# 4223162) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 23 years of experience in the finance industry.

17
Brian Neary, financial advisor Washington DC
Brian D. Neary
CRD#: 1540653
1801 K Street Nw Suite 200, Washington, DC 20006

Brian Neary (CRD# 1540653) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 14 years of experience in the finance industry.

18
Edward Pierce, financial advisor Denver CO
Edward C. Pierce
CRD#: 5990121
8110 E Union Ave, Suite 700, Denver, CO 80237

Edward Pierce (CRD# 5990121) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Denver, CO and has over 12 years of experience in the finance industry.

19
Matthew Sweeney, financial advisor Kansas City MO
Matthew P. Sweeney
CRD#: 5093830
444 W 47th Street, Suite 900, Kansas City, MO 64112

Matthew Sweeney (CRD# 5093830) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 13 years of experience in the finance industry.

20
Page Vogelsang, financial advisor Kansas City MO
Page M. Vogelsang
CRD#: 5990077
444 W 47th Street, Suite 900, Kansas City, MO 64112

Page Vogelsang (CRD# 5990077) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 11 years of experience in the finance industry.

PREV ... 1 2 3 ... Next

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals