Michael Robert Monahan
Investment adviser representative at Lockton Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
10 years in the industry.
- Lockton Investment Advisors, LLCJul 2020 to now
- Lockton Companies LLCJul 2020 to now
- Lockton Investment Securities, LLC- FieldJul 2020 to now
- LPL Financial LLCFeb 2019 to Jul 2020
- Associated BankJan 2019 to Jul 2020
- Rockwell Consulting LLCJul 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Lockton Investment Advisors, LLC
$0Assets managed
0Clients
22Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4825876
- Firm CRD
- 144133