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 became SEC-registered in 2021. The firm's ownership is listed as a combination of a domestic entity and an individual. In the available data the firm is categorized as "unclassified" and is not identified as a capital allocator. The profile shows several negative flags rather than activity descriptions: Lodas Securities is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser. The firm has not provided descriptions of its advisory activities, business lines, fee structure, or client segments in the supplied record.

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