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CRD#: 41782
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

LOCORR DISTRIBUTORS, LLC is located at 687 Excelsior Blvd, Excelsior, MN 55331 and was first established at Kansas City, Minnesota in 02/07/2003. After operating for 23 years, LOCORR DISTRIBUTORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LOCORR DISTRIBUTORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. LOCORR DISTRIBUTORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LOCORR DISTRIBUTORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LOCORR DISTRIBUTORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LOCORR DISTRIBUTORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for LOCORR DISTRIBUTORS, LLC Comes From

Understanding the Statistics for LOCORR DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
687 Excelsior Blvd, Excelsior, MN 55331
Mailing Address
687 Excelsior Blvd, Excelsior, MN 55331
Firm Size
Small
Phone Number
(952) 767-6900
Established
Minnesota since 02/07/2003
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
OCTAVUS GROUP LLCOWNER
KINZIE, KEVIN MICHAELCEO4384324
ESSEN, JON CHADWICKPRINCIPAL, CFO, FINOP2469593
HULL, BRIAN FRANCISCCO2685889

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Advisor's working at LOCORR DISTRIBUTORS, LLC

Salvatore Joseph Amato

Salvatore Joseph Amato

Sal Amato
RR
CRD#: 4476882
AIF®: Accredited Investment Fiduciary
Location:
Excelsior, MN 55331
Company:
LOCORR DISTRIBUTORS, LLC
Disclosures:
Experience:
23 years
View Profile
KJ

Kris Arnold Jaenicke

RR
CRD#: 1637065
Location:
Excelsior, MN 55331
Company:
LOCORR DISTRIBUTORS, LLC
Disclosures:
Experience:
38 years
View Profile
MC

Misty Dawn Caber

Misty Dawn Caber, Misty Dawn Caber-Blazick, Misty Caber
RR
CRD#: 2276078
Location:
Excelsior, MN 55331
Company:
LOCORR DISTRIBUTORS, LLC
Disclosures:
Experience:
28 years
View Profile
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