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 21 - 26 of 26 top financial advisors.
21
Jeffrey Wallace, financial advisor La Jolla CA
Jeffrey J. Wallace
CRD#: 2060419
4275 Executive Square Ste 600, La Jolla, CA 92037

Jeffrey Wallace (CRD# 2060419) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in La Jolla, CA and has over 17 years of experience in the finance industry.

22
Kril Cunningham, financial advisor Dallas TX
Kril B. Cunningham
CRD#: 7742778
2100 Ross Ave Suite 1200, Dallas, TX 75201

Kril Cunningham (CRD# 7742778) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

23
Stephen Leveridge, financial advisor Dallas TX
Stephen T. Leveridge
CRD#: 5077528
2100 Ross Ave Suite 1200, Dallas, TX 75201

Stephen Leveridge (CRD# 5077528) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

24
Robert Lindquist, financial advisor Kansas City MO
Robert P. Lindquist
CRD#: 6313853
444 W 47th Street, Suite 900, Kansas City, MO 64112

Robert Lindquist (CRD# 6313853) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 9 years of experience in the finance industry.

25
Miguel Lopez, financial advisor Houston TX
Miguel A. Lopez
CRD#: 7818125
3657 Briarpark Drive Suite 700, Houston, TX 77042

Miguel Lopez (CRD# 7818125) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.

26
Michael Pierce, financial advisor Kansas City MO
Michael P. Pierce
CRD#: 7755755
444 W 47th Street, Suite 900, Kansas City, MO 64112

Michael Pierce (CRD# 7755755) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has 1 year of experience in the finance industry.

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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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