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Michael Robert Monahan

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

5500 Wayzata Blvd Suite 510, Mineapolis, MN, 55416

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael works for Lockton Companies, LLC as an insurance broker providing general insurance brokerage services, dedicating minimal time to this role. He also provides investment advisory services through Lockton Investment Advisors, LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Lockton Investment Securities, LLC
July 2020 - Present · 5 yrs 7 mos
Lockton Investment Advisors, LLC
July 2020 - Present · 5 yrs 7 mos
Lockton Investment Securities, LLCBroker
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
LPL Financial LLC
May 2019 - July 2020 · 1 yr 2 mos
LPL Financial LLCBroker
March 2019 - July 2020 · 1 yr 4 mos
Focus Capital Group, INC.Broker
July 2007 - December 2012 · 5 yrs 5 mos
The Oak Ridge Financial Services Group, INC.Broker
July 2004 - April 2005 · 9 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.