LOKKEN INVESTMENT GROUP, LLC

LEWES, Delaware·3 registered advisors·CRD# 283696

SEC# 801-1143841302-645-6650

01

Firm Overview

AUM

$302M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at LOKKEN INVESTMENT GROUP, LLC

3 registered advisors

Carrie Mae Ruark

LEWES, Delaware

Jonathan Lawrence Lokken

LEWES, Delaware

Karlyn Foraker Lokken

LEWES, Delaware

05

Office Locations

LEWES, Delaware

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Data sourced from SEC Form ADV filings. LOKKEN INVESTMENT GROUP, LLC (CRD# 283696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.