| Name | Title | Ownership | Since |
|---|---|---|---|
| Deirdre Patten Kowalski | Chief Compliance Officer | Under 5% | 2025 |
| Kyle Randall Hartman Control | Executive Officer | Under 5% | 2024 |
| Lockton Insurance Agency, LLC Control | Corporate Unit Holder | Over 75% | 2016 |
Lockton Investment Advisors, LLC reports 24 employees.
Lockton Investment Advisors, LLC is based in Kansas City, MO and has been SEC-registered since 2007.
Lockton Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 444 W 47th Street, Suite 900, Kansas City, MO 64112 |
| Phone | 816-960-9000 |
| Fax | 816-960-9099 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |