Lockton Investment Securities, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 137476
- Registered since
- March 15, 2006
- Website
- locktonaffinity.com
Firm profile
FINTRXOverview
Lockton Investment Securities, LLC is organized as a limited liability company and has been SEC-registered since 2006. FINTRX classifies the firm as Unclassified and lists ownership as a combination of a domestic entity and an individual. The profile indicates the firm is not a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. FINTRX records do not include descriptive entries for the firm’s advisory activities, fee structure, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Neil Metzheiser
Partner, CEOCRD 5353170
Contacts
3 of 45
Nathan Shada
Senior Vice PresidentCRD 6182904
Brian Neary
PartnerCRD 1540653
Casey Zgutowicz
ProducerCRD 7071776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, 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
- 7045 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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