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Nathan George Shada

Lockton Investment Securities, LLC

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About Nathan George Shada

Nathan George Shada is a financial advisor based in Kansas City, Missouri. Nathan is registered with Lockton Investment Securities, LLC and has been in the industry since April 28, 2013. Nathan has passed the Series 6, Series 63 and SIE exams and is registered in Missouri.

Firm Information

Nathan Shada is currently registered with Lockton Investment Securities, LLC. Lockton Investment Securities, LLC is a Limited Liability Company formed in May 2016. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Nathan Shada’s Registration & Firm History

MO

04/29/2013 - Present

Lockton Investment Securities, LLC (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 06/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan George Shada.
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