Benefits broker of record · KANSAS CITY, MO
LOCKTON FINANCIAL ADVISORS LLC
LOCKTON FINANCIAL ADVISORS LLC of KANSAS CITY, MO is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
7
Book size
$100k–1M
States
MO
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BGIS GLOBAL INTEGRATED SOLUTIONS US, LLC | — | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | December |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | WASHINGTON, DC | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| BILLINGS CLINIC | BILLINGS, MN | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | December |
| BILLINGS CLINIC | BILLINGS, MN | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | December |
| INFORM DIAGNOSTICS, INC. | IRVING, TX | PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY | March |
Subscriber access
2 more plans in LOCKTON FINANCIAL ADVISORS LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A