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Jon Chadwick Essen

LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, Minnesota
Unclaimed Profile
687 EXCELSIOR BLVD, EXCELSIOR, MN 55331CRD# 2469593Firm CRD# 156247
01

About

Jon Chadwick Essen is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with LOCORR FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
LOCORR FUND MANAGEMENT, LLC
LOCORR FUND MANAGEMENT, LLC
AUM
$3.0B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LOCORR FUND MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2469593
Firm CRD# 156247
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Chadwick Essen offer?
Jon Chadwick Essen specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Jon Chadwick Essen's credentials?
Jon Chadwick Essen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Chadwick Essen located?
Jon Chadwick Essen is based in EXCELSIOR, Minnesota, working with LOCORR FUND MANAGEMENT, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Jon Chadwick Essen charge for services?
Jon Chadwick Essen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCORR FUND MANAGEMENT, LLC?
LOCORR FUND MANAGEMENT, LLC has approximately 8 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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