# FIRSTPOINT FINANCIAL, LLC

FIRSTPOINT FINANCIAL, LLC of LEAWOOD, KS is an SEC-registered investment adviser.

## Registration

- CRD: 175252
- Type: SEC-registered investment adviser
- SEC file number: 801-81098
- Location: 4200 WEST 115TH STREET, SUITE 100, LEAWOOD, KS, 66211
- Phone: 913-647-9700
- Latest filing: 2016-03-24
- Regulatory AUM: $60K
- Discretionary AUM: $60K
- Clients: 16
- Accounts: 1

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| LOCKSHIN STEVEN DAVID | MANAGING MEMBER | — |
| BICKNELL MARTIN CHRISTOPHER | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| CAPLINGER MARK ANDREW | CHIEF INVESTMENT OFFICER | — |
| DORIAN ANNE JENELLE PLEVIAK | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175252/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175252/similar
- Related entities: https://search.stillhousedata.com/firm/175252/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175252

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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.