Lodas Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
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 with ownership described as both a domestic entity and an individual. The firm’s snapshot profile is sparse: there is no publicly listed client base, fee schedule, stated business activities, or detailed advisory services in the available record. The firm is identified as "Unclassified" for its business type and is not reported to act as a capital allocator. Several boolean flags in the profile point to limited engagement in certain areas: it is not marked as an active ESG investor, not identified as a multi-state adviser, not listed as a pension consultant, and not flagged as a related adviser. The record also indicates it is not considered a newly formed adviser.

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

Contacts

3 of 3
  • Shawn O'SHAUGHNESSY

    Shawn O'SHAUGHNESSY

    Vice PresidentCRD 4526742

  • Kevin Mccormack-lane

    Kevin Mccormack-lane

    Executive 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