Robert
Lindquist

Lockton Investment Advisors, LLC

CRD#6313853
Investment Advisor
in Kansas City, MO

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About this Advisor

Robert Lindquist is a financial advisor based in Kansas City, Missouri, working with Lockton Investment Advisors, LLC. Robert has previously held positions at Umb Financial Corp, Palmer Square Capital Management, Foreside Fund Services, LLC, Lockton Companies LLC, Lockton Financial Advisors, LLC, and Lockton Investment Advisors, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Robert is part of Lockton Investment Advisors, LLC, which operates out of Kansas City, Missouri. The firm has 29 employees and offers various services. The fee structure at Lockton Investment Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Other

Fee Structure

Others

Office Location

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

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Lockton Investment Advisors, LLC Brokerage Details

Total Number of Employees

29

MO Average: 458

Investment Advisory Services

  • Other

Robert Lindquist Work History

2020 - Present (4 years)

Lockton Companies LLC

2020 - Present (4 years)

Lockton Financial Advisors, LLC

2020 - Present (4 years)

Lockton Investment Advisors, LLC

2019 - 2020 (1 year)

Foreside Fund Services, LLC

2018 - 2020 (2 years)

Palmer Square Capital Management

2013 - 2018 (5 years)

Umb Financial Corp

Disclosures

Please visit the SEC profile of Robert Lindquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lockton Investment Advisors, LLC

Michael Pierce
Kansas City, MO
Keith Mulvihill
Washington, DC
Robert Lindquist
Kansas City, MO
Michael Monahan
Minneapolis, MN
Kril Cunningham
Dallas, TX
Matthew Filing
Kansas City, MO
Jeffrey Wallace
La Jolla, CA
Robert Andrew
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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