Lockton Investment Advisors, LLC
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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
Years of Experience
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Lockton Investment Advisors, LLC Brokerage Details
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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.
Lockton Investment Advisors
Lockton Companies, LLC
Lockton Financial Advisors, LLC
Fidelity Brokerage Services LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
The Bank Of Edwardsville
Holly Office Products
Murray State University
Ymca Of Southwestern Il
Murray State University
Matthew Beeler has no disclosures.
Please visit their SEC profile for more details.