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 appears on SEC records with an initial registration in 2021. The firm is listed as owner type "Domestic Entity | Individual" and is classified as unclassified in the available dataset. Responding data indicate Lodas Securities does not identify as a capital allocator, is not an active ESG investor, and is not positioned as a multi-state adviser, pension consultant, or related adviser. The firm provided no detail in the source about its client segments, fee schedules, specific advisory activities, or broader business lines; public-facing allocations or investment preferences are not included in the dataset provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Recent M&A activity

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Recent filings

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Awards

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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