Robert Lindquist
Robert Lindquist is a registered investment advisor at Lockton Investment Advisors, LLC, based in Kansas City, MO, with 11 years of industry experience. Robert 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
Robert provides general insurance brokerage services (health, group life, etc.) for Lockton Companies, LLC, dedicating minimal time. He also provides investment advisory services through Lockton Investment Advisors, LLC, taking up nearly all his time.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Previous Registrations
Foreside Fund Services, LLCBroker
Umb Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.