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Sara Kaitlin Meurer

Lockton Investment Securities, LLC

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About Sara Kaitlin Meurer

Sara Kaitlin Meurer is a financial professional registered in Missouri. She is a licensed agent with Lockton Investment Securities, LLC, and holds Series 6 and 63 licenses. Sara has been in the financial industry since July 2018.

Firm Information

Sara Meurer 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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Sara Meurer’s Registration & Firm History

MO

07/28/2018 - Present

Lockton Investment Securities, LLC (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 05/21/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Kaitlin Meurer.
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