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 operating in Kansas City, Missouri, with a total of 3 years of industry experience. Lindquist is on the advisory team at Lockton Investment Advisors, LLC. Throughout their career, Lindquist has worked at Umb Financial Corp, Palmer Square Capital Management, Foreside Fund Services, LLC, Lockton Companies LLC, Lockton Financial Advisors, LLC and Lockton Investment Advisors, LLC. Lindquist maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Missouri. Lockton Investment Advisors, LLC is a financial advisory business that has its headquarters in Kansas City, MO. Lockton Investment Advisors, Llc offers other services. Financial management fee schedules are based on which services are provided. However, fees charged by Lockton Investment Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

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

27

MO Average: 458

Investment Advisory Services

  • Other

Robert Lindquist Work History

Robert has been registered as a financial advisor for 3 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Robert Lindquist
Kansas City, MO
Matthew Filing
Kansas City, MO
Jeffrey Wallace
La Jolla, CA
Gregory Barnes
Los Angeles, CA
Robert Andrew
Denver, CO
Edward Pierce
Denver, CO
Christian Moreno
Dallas, TX
James Darby
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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