Matthew
Beeler

Lockton Investment Advisors, LLC

CRD#6057400
Investment Advisor
in Kansas City, MO
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About this Advisor

Matthew Beeler is a certified financial planner working in Kansas City, Missouri, who has been in the financial industry for 11 years. Beeler is an advisor for Lockton Investment Advisors, LLC. During their career, Beeler has held roles at Holly Office Products, Raymond James Financial Services, Inc, The Bank Of Edwardsville, Northwestern Mutual, Ymca Of Southwestern Il, Bella Milano, Murray State University, Raymond James Financial Services Advisors Inc and Fidelity Brokerage Services LLC. Beeler holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Lockton Investment Advisors, LLC is an advisory business headquartered in Kansas City, Missouri. It has offices in 15 locations and a total of 104 financial advisors. It administers $4 billion in total assets among its 192 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice are based on the financial services provided. However, fee types charged by Lockton Investment Advisors, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

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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

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Investment Advisory Services

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

Matthew Beeler Work History

Matthew has 11 years of experience.

2018 - Present (1 years)

Lockton Investment Advisors

2018 - Present (1 years)

Lockton Companies, LLC

2018 - Present (1 years)

Lockton Financial Advisors, LLC

2015 - 2018 (3 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 years)

Raymond James Financial Services Advisors Inc

2013 - 2015 (2 years)

Raymond James Financial Services, Inc

2012 - 2015 (3 years)

The Bank Of Edwardsville

2012 - 2012 (0 years)

Northwestern Mutual

2012 - 2012 (0 years)

Bella Milano

2010 - 2012 (2 years)

Holly Office Products

2008 - 2010 (2 years)

Murray State University

2007 - 2010 (3 years)

Ymca Of Southwestern Il

2007 - 2011 (4 years)

Murray State University

Disclosures

Matthew Beeler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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