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Donn Lee Hess

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri
Clean recordLOCKTON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donn Lee Hess is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with LOCKTON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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03

Firm Overview

Firm
LOCKTON INVESTMENT ADVISORS, LLC
LOCKTON INVESTMENT ADVISORS, LLC
AUM
Regulatory assets under management
Employees
27
Total firm employees
Services
Other
04

Background

Compensation
Other: REFERRAL FEE
Regulatory
SEC/IARD CRD# 2113656
Firm CRD# 144133
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05

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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