Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
23
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
Lockton Investment Advisors (LIA) refers potential clients to Creative Planning (CP) for investment advisory, consulting, and wealth management services. LIA's role is limited to solicitation and referral; it does not provide investment advice or manage accounts. LIA receives referral fees from CP based on a percentage of gross revenue from referred clients.
444 W 47th Street, Suite 900, Kansas City, MO, 64112