Lockton Investment Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Overland Park, Kansas
CRD number
137476
Registered since
March 15, 2006

Firm profile

FINTRX

Overview

Lockton Investment Securities, LLC is organized as a limited liability company and has been SEC-registered since 2006. Public disclosures identify the owner type as a combination of a domestic entity and an individual. The regulatory snapshot classifies the firm as "Unclassified" and indicates it does not operate as a capital allocator, is not an active ESG investor, and is not a pension consultant or related adviser. Available data provides only basic registration and structural details; the firm has not published specifics in the source material about its client segments, fee schedules, core business activities, or advisory service lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Neil Metzheiser

    Neil Metzheiser

    Partner, CEOCRD 5353170

Contacts

3 of 45
  • Matthew Sweeney

    Matthew Sweeney

    Vice PresidentCRD 5093830

  • Kyle Hartman

    Kyle Hartman

    Executive Vice PresidentCRD 5093832

  • Sean Donlin

    Sean Donlin

    Executive Vice PresidentCRD 5120410

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
7045 College Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth