Lockton Investment Advisors (LIA) focuses on connecting potential clients with Creative Planning (CP), who then provides investment advice, consulting, and wealth management services. LIA does not offer these services directly. LIA's role is limited to referring potential clients, including retirement plans, institutions, and individuals, to CP. CP determines if their services are suitable for each client. LIA does not manage accounts or provide investment advice on behalf of CP.
Assets Under ManagementN/A
ClientsN/A
Advisors23
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
23 Advisors at this firm
Page 1 of 2