Locorr Distributors, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Excelsior, Minnesota
CRD number
41782
Registered since
January 3, 1997

Firm profile

FINTRX

Overview

Locorr Distributors, LLC is organized as a limited liability company and is classified as a fund distributor. The entity shows an SEC registration date of 1997 and is owned by a mix of a domestic corporate entity and an individual. The firm does not function as a capital allocator; its profile points to intermediary/distribution activity rather than direct portfolio management or discretionary asset allocation. The available data flags several negative attributes rather than a set of services: Locorr Distributors is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not act as a pension consultant or a related adviser. The dataset does not provide details on client segments, fee schedules, specific business lines, or advisory offerings, so its public footprint appears limited to distribution-focused operations.

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

3 of 3
  • Brian Hull

    Brian Hull

    Chief Compliance OfficerCRD 2685889

  • Kevin Kinzie

    Kevin Kinzie

    Founder & CEOCRD 4384324

  • Jon Essen

    Jon Essen

    Chief Financial OfficerCRD 2469593

Contacts

3 of 26
  • Johnston Norris

    Johnston Norris

    National AccountsCRD 1281778

  • Thomas Needham

    Thomas Needham

    Regional Vice PresidentCRD 2494051

  • Patrick Kinzie

    Patrick Kinzie

    National Accounts ManagerCRD 5999065

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Excelsior, MN

Hennepin

Location

Excelsior, MN

Headquartered in Excelsior, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
687 Excelsior Blvd
Time zone
CT (UTC-6)
Office locations

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