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. The firm is classified as unclassified in the source data and is identified as having domestic entity and individual ownership. Several operational attributes are recorded as negative: it is not a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not identified as a related adviser. Key descriptive fields that would normally clarify the firm’s client focus, advisory services, fee model and day-to-day business activities were not provided in the available data. That absence limits the ability to characterize its target client segments, service offerings, or positioning relative to other advisory firms.

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
  • JUSTIN STEITZ

    Chief Compliance OfficerCRD 5789797

Contacts

3 of 3
  • KEVIN MCCORMACK-LANE

    Vice PresidentCRD 5059916

  • SHAWN O'SHAUGHNESSY

    Vice PresidentCRD 4526742

  • 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