Franklin
Salb

Lockton Investment Advisors, LLC

CRD#4514322
Investment Advisor
in Kansas City, MO
Are you Franklin Salb? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Franklin Salb is a financial advisor who works out of Kansas City, Missouri. Currently a registered advisor with Lockton Investment Advisors, LLC, Salb has 10 years of experience in the financial advisory industry. Salb maintains a Series 63 license, certifying them as a securities representative. Salb is able to serve clients based out of Missouri. Their career trajectory has included roles at American Century Investment Services Inc and Lockton Financial Advisors, LLC. Lockton Investment Advisors, LLC is headquartered in Kansas City, Missouri, and has 15 additional locations in the nation. Overall, Lockton Investment Advisors, LLC oversees $4 billion in assets dispersed across 192 accounts and employs more than 104 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 49 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 192 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Lockton Investment Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm's fees may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

444 W 47Th Street Suite 900
Kansas City, MO 64112

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lockton Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$4,200,085,657

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

104

MO Average: 458
Total Number of Accounts

192

MO Average: 33,415
Average Account Size

$21,875,446

MO Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Franklin Salb Work History

Franklin has 10 years of experience.

2010 - Present (9 years)

Lockton Financial Advisors, LLC

2008 - 2010 (2 years)

American Century Investment Services Inc

Disclosures

Franklin Salb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started