LOCORR DISTRIBUTORS, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
EXCELSIOR, Minnesota
CRD number
41782
Registered since
January 3, 1997

Firm profile

FINTRX

Overview

Locorr Distributors, LLC is organized as a limited liability company that has been SEC-registered since 1997. Public filings classify the firm as "Unclassified" and identify ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not listed as an active ESG investor. It is not designated a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available snapshot. The firm has not provided details about its core business activities, advisory services, fee schedule, client base, or investment preferences. That lack of disclosure limits what can be said about how Locorr Distributors sources mandates, allocates assets, or structures client relationships.

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

3 of 3
  • BRIAN HULL

    Chief Compliance OfficerCRD 2685889

  • KEVIN KINZIE

    Founder & CEOCRD 4384324

  • JON ESSEN

    Chief Financial OfficerCRD 2469593

Contacts

3 of 25
  • JOHNSTON NORRIS

    National AccountsCRD 1281778

  • THOMAS NEEDHAM

    Regional Vice PresidentCRD 2494051

  • PATRICK KINZIE

    National Accounts ManagerCRD 5999065

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EXCELSIOR, MN

HENNEPIN

Location

EXCELSIOR, MN

Headquartered in EXCELSIOR, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
687 Excelsior Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth