Unclaimed Profile

Donn Lee Hess

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 99TOClean record10 years registeredLOCKTON INVESTMENT ADVISORS, LLC

444 W 47TH STREET, KANSAS CITY, MO 64112CRD# 2113656Firm CRD# 144133

Profile Verification

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

Identity

Donn Lee Hess · KANSAS CITY, MO

Registration

CRD #2113656 · LOCKTON INVESTMENT ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Oct 2022 – present

LOCKTON INVESTMENT ADVISORS, LLC

Oct 2015 – Jul 2022

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · October 13, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOCKTON INVESTMENT ADVISORS, LLC

CRD 144133 · SEC 801-68005

Employees

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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Frequently Asked Questions

What services does Donn Lee Hess offer?

Donn Lee Hess is a registered financial advisor in KANSAS CITY, Missouri. Contact their office for details on services offered.

What are Donn Lee Hess's credentials?

Donn Lee Hess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donn Lee Hess located?

Donn Lee Hess is based in KANSAS CITY, Missouri, working with LOCKTON INVESTMENT ADVISORS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Donn Lee Hess charge for services?

Donn Lee Hess'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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