Denzil Locke
Locke Investment Management · Palatine, Illinois
Denzil Locke is a fee-only financial advisor at Locke Investment Management in Palatine, Illinois. Denzil charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Locke Investment Management |
|---|---|
| Based in | Palatine, Illinois |
| Fee model | Percentage of assets |
| Assets under management | $55M across 120 accounts |
| SEC registration | Investment adviser representative in IA, IL · CRD 1660024 |
| Exams passed | Series 63 (2015) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.lockefinancial.com |
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Questions about Denzil
Is Denzil Locke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Denzil holds no broker registration, and Locke Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Denzil charge for financial advice?
Denzil charges a percentage of assets.
Where is Denzil Locke based?
Denzil Locke is based in Palatine, Illinois.
What does Denzil specialize in?
Denzil's specialties include retirement planning. Denzil works with mid-life transitions.
Is Denzil Locke registered with the SEC?
Yes. Denzil Locke is registered as an investment adviser representative in IA and IL (CRD 1660024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Locke Investment Management manage?
Locke Investment Management reports $55M across 120 accounts in assets under management.
How do I contact Denzil Locke?
Through Denzil's website, www.lockefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Locke Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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