Lodas Securities, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Mission, Kansas
CRD number
313056
Registered since
November 29, 2021

Firm profile

FINTRX

Overview

Lodas Securities, LLC is a limited liability company that registered with the SEC in 2021. FINTRX classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and an individual. The snapshot includes a number of negative flags: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser according to the dataset, and is not categorized as a pension consultant or related adviser. The firm has provided minimal public detail about its business lines or advisory activities in the FINTRX record. There are no entries for fee structure, client base, specific business activities, or affiliations in the available snapshot.

Assets & Accounts

Investments & Alternatives

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
  • Justin Steitz

    Justin Steitz

    Chief Compliance OfficerCRD 5789797

Contacts

3 of 3
  • Shawn O'SHAUGHNESSY

    Shawn O'SHAUGHNESSY

    Vice PresidentCRD 4526742

  • Kevin Mccormack-lane

    Kevin Mccormack-lane

    Vice PresidentCRD 5059916

  • Rocco Sciangula

    Rocco Sciangula

    CRD 8017286

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mission, KS

Johnson

Location

Mission, KS

Headquartered in Mission, 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
5800 Foxridge Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth