LOCKTON INVESTMENT SECURITIES, LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 137476
- Registered since
- March 15, 2006
- Website
- locktonaffinity.com
Firm profile
FINTRXOverview
Lockton Investment Securities, LLC is an LLC that registered with the SEC in 2006. FINTRX classifies the firm as unclassified and indicates ownership by a domestic entity and individual interests. The snapshot notes several negative flags: the firm is not designated a capital allocator, does not identify as an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not a pension consultant or related adviser. FINTRX does not populate the firm's publicly visible descriptions of client types, fee schedules, business lines or advisory activities. That absence limits what can be said about the firm’s client focus, service model, or typical fee arrangements from the provided data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1NEIL METZHEISER
Partner, CEOCRD 5353170
Contacts
3 of 46NATHAN SHADA
Senior Vice PresidentCRD 6182904
BRIAN NEARY
PartnerCRD 1540653
Casey Zgutowicz
ProducerCRD 7071776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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