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Lockton Insurance Agency, LLC

Corporate Unit HolderLockton Investment Advisors, LLC

About Lockton Insurance Agency, LLC

Lockton Insurance Agency, LLC is listed as Corporate Unit Holder at Lockton Investment Advisors, LLC in Kansas City, MO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Lockton Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lockton Insurance Agency, LLC work?

Lockton Insurance Agency, LLC is listed as Corporate Unit Holder at Lockton Investment Advisors, LLC on SEC Form ADV.

How much of Lockton Investment Advisors, LLC does Lockton Insurance Agency, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Lockton Investment Advisors, LLC

TitleCorporate Unit Holder
OwnershipOver 75%
Control personYes
Since2016
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