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Curtis Neil Calvert

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri
SIE, Series 27, Series 28, Series 82TO, Series 99TOClean record15 years registeredLOCKTON INVESTMENT ADVISORS, LLC
444 W 47TH STREET, KANSAS CITY, MO 64112CRD# 2415786Firm CRD# 144133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis Neil Calvert · KANSAS CITY, MO
Registration
CRD #2415786 · LOCKTON INVESTMENT ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LOCKTON INVESTMENT ADVISORS, LLC
LOCKTON INVESTMENT ADVISORS, LLC
Apr 2022 – Jul 2025
KANSAS CITY, MO
WADDELL & REED
Sep 2013 – Aug 2021
OVERLAND PARK, KS
VSR ADVISORY SERVICES
May 2011 – Sep 2013
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 28
Series 82TO
Series 99TO
Registration record
First registered · May 12, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LOCKTON INVESTMENT ADVISORS, LLC
CRD 144133 · SEC 801-68005
Employees
27
Total firm employees
Services offered by LOCKTON INVESTMENT ADVISORS, LLC
Per Form ADV
Other
View all advisors at LOCKTON INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Curtis Neil Calvert offer?
Curtis Neil Calvert is a registered financial advisor in KANSAS CITY, Missouri.
What are Curtis Neil Calvert's credentials?
Curtis Neil Calvert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Neil Calvert located?
Curtis Neil Calvert is based in KANSAS CITY, Missouri, last registered with LOCKTON INVESTMENT ADVISORS, LLC.
How does Curtis Neil Calvert charge for services?
Curtis Neil Calvert's firm is compensated through other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCKTON INVESTMENT ADVISORS, LLC?
LOCKTON INVESTMENT ADVISORS, LLC has approximately 27 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LOCKTON INVESTMENT ADVISORS, LLC

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Donn Lee Hess
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Daniel John Nemmers
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Harry Elliott James
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Douglas Morris
KANSAS CITY, MO
Karen Fischer Prange
KANSAS CITY, MO

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