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Business Profile

Financial Services

Lockshield Partners
BBB Accredited BusinessA+Rated by BBB
Visit Website(270) 629-2046Email BusinessWrite a Review

About

Overview

Lockshield Partners

301 S Broadway St

Glasgow, KY 42141-2607

View Service Area
See Hours
Operating Hours
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
9:00 AM - 5:30 PM
By Appt. Only
Closed

BBB Accreditation & Rating

Lockshield Partners is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Full-Service Financial Services Provider

BBB Accredited Since: 12/19/2025

Years in Business: 11

Products and Services

Investment Mangagement, Retirement Planning, Tax Strategy, Insurance, Estate Planning, Charitable Giving, Business Accounting and Tax Services

Business Details

Local BBB:
BBB serving Greater Kentucky and South Central Indiana
BBB File Opened:
1/17/2017
Business Started:
2/24/2015
Business Started Locally:
2/24/2015
Business Incorporated:
2/24/2015
Type of Entity:
Corporation
Business Management:
Mr. Daniel J Klein, Owner/Member
Ms. Jodi Walden, Operations Manager

Additional Contact Information

Principal Contacts
Mr. Daniel J Klein, Owner/Member
Ms. Jodi Walden, Operations Manager
Customer Contacts
Ms. Jodi Walden, Operations Manager
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 175433/SEC#:801-116877 for this business, issued by Department of Insurance, Securities, and Banking. The expiration date of this license is 12/31/2026.

Department of Insurance, Securities, and Banking

810 First Street, NE 6th Floor

Washington DC 20002

Fax: (202) 5351196

Website

BBB records show a license number of 3213917 for this business, issued by Department of Insurance, Securities, and Banking. The expiration date of this license is 12/31/2026.

Department of Insurance, Securities, and Banking

810 First Street, NE 6th Floor

Washington DC 20002

Fax: (202) 5351196

Website

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Retirement Planning Services, Financial Consultants, Investment Management, Estate Planning and Management, No License Required Financial Consultants

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.