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John Patrick Morton Klein

Lockshield Partners, Inc.

Glasgow, KY

Glasgow, KY

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Current Employers
Lockshield Partners, Inc.

301 South Broadway, Glasgow, KY 42141 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-02-27
  • KY RA
    APPROVED
    Since 2026-02-27

Branch Locations

301 South Broadway, Glasgow, KY 42141 • United States

301 South Broadway, Glasgow, KY 42141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plum Tree Montessori Plum Springs KY 08/2020 05/2021
Lockshield Partners Accouting Services Glasgow KY 08/2020 05/2021
Warren County Inline Hockey Bowling Green KY 03/2019 05/2025
When On The Way Bowling Green KY 05/2022 07/2025
Lockshield Partners Financial Services Glasgow KY 10/2025 02/2026
Lockshield Partners Financial Services Glasgow KY 02/2026 Present
Maryville University St Louis MO 08/2021 05/2025
Bowling Green High School Bowling Green KY 08/2017 05/2021
Unemployed Bowling Green KY 01/2016 08/2017
  • 08/2020 → 05/2021
    Plum Tree Montessori
    Plum Springs, KY
  • 08/2020 → 05/2021
    Lockshield Partners Accouting Services
    Glasgow, KY
  • 03/2019 → 05/2025
    Warren County Inline Hockey
    Bowling Green, KY
  • 05/2022 → 07/2025
    When On The Way
    Bowling Green, KY
  • 10/2025 → 02/2026
    Lockshield Partners Financial Services
    Glasgow, KY
  • 02/2026 → Present
    Lockshield Partners Financial Services
    Glasgow, KY
  • 08/2021 → 05/2025
    Maryville University
    St Louis, MO
  • 08/2017 → 05/2021
    Bowling Green High School
    Bowling Green, KY
  • 01/2016 → 08/2017
    Unemployed
    Bowling Green, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-11

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
SPECIALIZED CAPITAL PARTNERS
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Other Investors

DANIEL JOSEPH KLEIN
Clark Hayden
JEREMIAH WARREN HARSTON
BRYAN JAMES BAYSINGER
BARRETT PAUL METZGER
SAMUEL DAY DICKINSON
Thomas M Houchens
DANIEL JOE FOUTCH

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Glasgow, KY
CETERA INVESTMENT ADVISERS LLC · GLASGOW, KY
EDWARD JONES · GLASGOW, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Glasgow, KY
EDWARD JONES · GLASGOW, KY
U.S. BANCORP ADVISORS, LLC · Glasgow, KY
AE WEALTH MANAGEMENT, LLC · SMITHS GROVE, KY
SPECIALIZED CAPITAL PARTNERS · OAKLAND, KY

More in Glasgow, KY

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