Locorr Distributors, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
—
Advisory reps
28
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Locorr Distributors, LLC is a limited liability company that operates as a fund distributor and has been registered with the SEC since 1997. The firm is organized as a domestic entity and individual ownership structure. Its profile in the dataset identifies it as a distributor rather than a manager or allocator of client capital. Several checklist items in the firm's snapshot help clarify its role: it is not listed as a capital allocator, it does not report activity as an ESG investor, and it is not identified as a multistate or pension consultant adviser. The dataset does not describe investment advisory or portfolio-management functions, which aligns with the fund-distribution classification.

Assets & Accounts

Investments & Alternatives

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 25
  • Misty Caber

    Senior Internal WholesalerCRD 2276078

  • Gary Wallberg

    Gary Wallberg

    Senior Internal WholesalerCRD 2378172

  • Johnston Norris

    Johnston Norris

    National AccountsCRD 1281778

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth