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. Publicly recorded firm attributes are limited: its ownership is listed as a domestic entity/individual and it is classified as unclassified. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. The record does not provide detail on the firm’s advisory services, fee schedules, client segments, or day-to-day business activities.

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
  • Nathan Shada

    Nathan Shada

    Senior Vice PresidentCRD 6182904

  • Brian Neary

    Brian Neary

    PartnerCRD 1540653

  • Casey Zgutowicz

    Casey Zgutowicz

    ProducerCRD 7071776

Unlock 42 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth