Locorr Distributors, LLC

Broker-DealerFINRA Member
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 and is classified as a fund distributor rather than an investment manager or capital allocator. The firm is identified as a domestic entity/individual owner type. In the available data it does not appear to position itself as an ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The record does not provide details about advisory or fee arrangements, client segments, or specific business activities beyond the fund distribution classification.

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

    Brian Hull

    Chief Compliance OfficerCRD 2685889

  • Kevin Kinzie

    Kevin Kinzie

    Founder & CEOCRD 4384324

  • Jon Essen

    Jon Essen

    Chief Financial OfficerCRD 2469593

Contacts

3 of 25
  • Misty Caber

    Senior Internal WholesalerCRD 2276078

  • Gary Wallberg

    Gary Wallberg

    Senior Internal WholesalerCRD 2378172

  • Johnston Norris

    Johnston Norris

    National AccountsCRD 1281778

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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