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Jeffrey Melvin Lokken

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD·TRAVERSE CITY, Michigan
Unclaimed Profile
111 CASS STREET, TRAVERSE CITY, MI 49684CRD# 1156819Firm CRD# 109811
01

About

Jeffrey Melvin Lokken is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
FIM GROUP
AUM
—
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1156819
Firm CRD# 109811
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Melvin Lokken offer?
Jeffrey Melvin Lokken specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Jeffrey Melvin Lokken's credentials?
Jeffrey Melvin Lokken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Melvin Lokken located?
Jeffrey Melvin Lokken is based in TRAVERSE CITY, Michigan, working with FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Jeffrey Melvin Lokken charge for services?
Jeffrey Melvin Lokken's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD?
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD is a registered investment adviser with the SEC. See their Form ADV for full details.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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