MF
MF

Matthew Joseph Filing

12 Years of Experience
BrokerSells Insurance
Compensation
N/A
Firm Size
23 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

444 W 47th Street, Suite 900, Kansas City, MO, 64112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew works for Lockton Companies, LLC, an insurance brokerage firm, spending nearly full-time in general insurance brokerage services. He also spends minimal time providing investment advisory services through Lockton Investment Advisors, LLC, and owns stakes in two real estate sales businesses, CGMP, LLC and Filing Enterprises, Inc.

Employment History
Current Registrations
Lockton Investment Advisors, LLC
January 2014 - Present · 12 yrs 1 mo
Lockton Investment Securities, LLCBroker
October 2013 - Present · 12 yrs 4 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.