Lockton Investment Advisors, LLC

Overview

Lockton Investment Advisors, LLC is an SEC registered investment adviser based in Overland Park, KS, registered since 2007. It has 22 investment adviser representatives.

Employees

24

Advisory reps

22

Registered since

2007

Jurisdictions

41

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services

Fee structure

Other Fees

Executive officers 2 of 2

• Deirdre Marian Patten Chief Compliance Officer CRD 1357509
• Kyle Randall Hartman Executive Officer CRD 5093832

Advisory reps 3 of 22

• Robert Nelson Andrew Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1874460
• Francis S Brooks Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5531926
• Robert T Connolly II Insurance Agent · Investment Adviser Rep CRD 6235175

19 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7045 College Blvd Fl 5
Overland Park, KS 66211

County

Johnson

Metro area

Kansas City, MO-KS

Region

Midwest

Registrations

• SEC registered
• Registered in 41 jurisdictions
• Website: lockton.com

Every state, with registration dates

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