Best Investors
Account
Sign in
Best Investors
Account
Sign in
Lockton Investment Advisors, LLC CRD 144133
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-28 |
| VA | RA | APPROVED | 2014-02-24 |
Branch Locations
1801 K Street Nw Suite 200, Washington, DC 20006 • United States
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies Llc | Washington | DC | 08/2013 | Present |
| Lockton Investment Advisors, Llc | Kansas City | MO | 10/2013 | Present |
LOCKTON COMPANIES, LLC; 1801 K STREET NW SUITE 200, WASHINGTON DC 20006; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. I SPEND APPROXIMATELY 110-115 HOURS PER MONTH IN GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.) TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
Reach out to this advisor