# LOCKE FINANCIAL SERVICES, INC.

LOCKE FINANCIAL SERVICES, INC. of PALATINE, IL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 117611
- Type: SEC-registered investment adviser
- SEC file number: 801-67590
- Location: 630 N NORTH COURT, PALATINE, IL, 60067
- Phone: 847-991-2705
- Latest filing: 2026-03-31
- Regulatory AUM: $55.0M
- Discretionary AUM: $55.0M
- Clients: 1
- Accounts: 120

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| LOCKE DENZIL ALAN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117611/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117611/similar
- Related entities: https://search.stillhousedata.com/firm/117611/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117611

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.