Daniel
Nemmers

Lockton Investment Advisors, LLC

CRD#1002629
Investment Advisor
in Denver, CO
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About this Advisor

Daniel Nemmers is a financial advisor whose office is in Denver, Colorado. Currently a registered advisor at Lockton Investment Advisors, LLC, Nemmers has 16 years of professional experience in the financial advisory industry. Nemmers holds a Series 63 license, designating them as a securities representative. Nemmers can act as a financial advisor based out of Colorado. During their career, the advisor has held roles at Lockton Companies, LLC, Lockton Investment Advisors, LLC and Lockton Financial Advisors, LLC. Lockton Investment Advisors, LLC is headquartered in Denver, Colorado, and operates out of 15 additional brick-and-mortar locations in the country. Overall, Lockton Investment Advisors, LLC manages $4 billion in assets across 192 accounts and retains more than 104 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 49 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 192 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Lockton Investment Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

8110 E. Union Suite 700
Denver, CO 80237

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Lockton Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$4,200,085,657

CO Average: $11,469,110,461
Total Number of Employees

104

CO Average: 458
Total Number of Accounts

192

CO Average: 33,415
Average Account Size

$21,875,446

CO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daniel Nemmers Work History

Daniel has 16 years of experience.

2007 - Present (12 years)

Lockton Investment Advisors, LLC

2005 - Present (14 years)

Lockton Financial Advisors, LLC

2002 - Present (17 years)

Lockton Companies, LLC

Disclosures

Daniel Nemmers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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