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Jon Chadwick Essen

LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, Minnesota
SIE, Series 3, Series 7, Series 24, Series 28, Series 63, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LOCORR FUND MANAGEMENT, LLC
CRD 156247 · SEC 801-72130
AUM
$3.0B
Regulatory assets under management
Employees
8
1 client accounts
Services offered by LOCORR FUND MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at LOCORR FUND MANAGEMENT, LLC →
Introduction

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04

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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