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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-29-2015
- Office Locations
- 1
Office Locations
About Lockshield Partners, Inc.
Lockshield Partners is a Kentucky-based financial planning and accounting firm providing investment management and comprehensive planning across retirement, tax, insurance, estate and charitable needs. The team works with families, widows and business owners, and also offers year-round individual, business and nonprofit tax prep plus payroll and bookkeeping. Investment implementation leans on ETFs and registered funds with fixed income exposure, and they custody through LPL Financial.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANIEL JOSEPH KLEIN
Chief Compliance Officer, Managing Member
- CRD
- #3213917
- Ownership
- 75% or more
JEREMIAH WARREN HARSTON
Financial Advisor, Partner
- CRD
- #5863764
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Clark Hayden
Financial Advisor, Partner
- CRD
- #6578608
John Patrick Morton Klein
--
- CRD
- #8231227
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $290,617,759 | $169,259 |
| Total | $290,617,759 | $169,259 |
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Separately Managed Accounts
Total SMA Asset: $290,617,759
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $621,408,475 | 30.2% |
| Equity - Exchange | $495,892,194 | 24.1% |
| U.S. Government/Agency | $652,273,135 | 31.7% |
| Corporate - Investment Grade | $288,070,154 | 14.0% |
| Total | $2,057,643,958 | 100.0% |