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 organized as a limited liability company and appears in SEC records with a registration date of 2021. Public disclosures for the firm are minimal: ownership is listed as a combination of a domestic entity and an individual, and the firm's regulatory classification is recorded as "unclassified." The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. Other operational attributes in the record indicate it is not a pension consultant, not a related adviser, and not designated as a multi-state adviser. No material detail about advisory services, fee schedules, client segments, or specific business activities was provided in the source data.

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

    Justin Steitz

    Chief Compliance OfficerCRD 5789797

Contacts

3 of 3
  • Kevin Mccormack-lane

    Kevin Mccormack-lane

    Vice PresidentCRD 5059916

  • Shawn O'SHAUGHNESSY

    Shawn O'SHAUGHNESSY

    Vice PresidentCRD 4526742

  • 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