Unclaimed Profile

Jeffrey Melvin Lokken

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD·TRAVERSE CITY, Michigan

Clean recordFINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

111 CASS STREET, TRAVERSE CITY, MI 49684CRD# 1156819Firm CRD# 109811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Melvin Lokken · TRAVERSE CITY, MI

Registration

CRD #1156819 · FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

FIM GROUP

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1156819

Firm CRD# 109811

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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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