Kyle Hartman
Kyle Hartman is a registered investment advisor at Lockton Investment Advisors, LLC, based in Kansas City, MO, with 19 years of industry experience. Kyle 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
Kyle works for Lockton Companies LLC as an insurance broker, spending about half his time providing general insurance brokerage services. He also dedicates about 30% of his time to providing investment advisory services through Lockton Investment Advisors, LLC.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Previous Registrations
Aig Financial Advisors, INC.Broker
State Registrations49 states
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