Unclaimed Profile

Jon Chadwick Essen

LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, Minnesota

Clean recordLOCORR FUND MANAGEMENT, LLC

687 EXCELSIOR BLVD, EXCELSIOR, MN 55331CRD# 2469593Firm CRD# 156247

Profile Verification

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

Identity

Jon Chadwick Essen · EXCELSIOR, MN

Registration

CRD #2469593 · LOCORR FUND MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LOCORR FUND MANAGEMENT, LLC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOCORR FUND MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2469593

Firm CRD# 156247

View on FINRA BrokerCheck →

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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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