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 and is classified in the dataset as a fund distributor. The firm has been SEC-registered since 1997 and is identified as having both a domestic entity and individual ownership structure. The snapshot indicates the firm does not act as a capital allocator and is not characterized as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing fields for client base, fee structure, business activities and advisory activities are not populated in the available record, so there is no detail on client segments served or the commercial model beyond the distributor 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

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