Matthew Sweeney
Matthew Sweeney is a registered investment advisor at Lockton Investment Advisors, LLC, based in Kansas City, MO, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
444 W 47th Street, Suite 900, Kansas City, MO, 64112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works for Lockton Companies, LLC, an insurance brokerage firm, dedicating nearly all of his time to providing general insurance brokerage services, including health and group life insurance. He also spends minimal time providing investment advisory services through Lockton Investment Advisors, LLC, and volunteers a few hours per week for the Salvation Army. Matthew is also a 20% owner/beneficiary of Jones Family Trust LLC, which holds property.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
State Registrations1 state
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