Lokken Investment Group LLC
Overview
An independent wealth management firm based in Lewes, Delaware, dedicated to providing personalized financial planning and investment management services. Founded in 2008 by Jon Lokken, the firm focuses on delivering objective, fee-only financial advice tailored to each client's specific goals and needs. Their services include financial planning, portfolio construction, and risk management, with a commitment to ongoing monitoring and regular performance updates. In November 2025, Dakota Wealth Management acquired Lokken Investment Group, aiming to integrate their client-first philosophy with Dakota's resources and expertise. The acquisition honors the legacy of Jon Lokken and ensures continuity for existing clients, with the Lewes office continuing to operate under the Dakota Wealth Management brand.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Lokken Investment Group LLC directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Lokken Investment Group LLC
What sectors does Lokken Investment Group LLC invest in?
Lokken Investment Group LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Delaware, United States. Lokken Investment Group LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Lokken Investment Group LLC invest at?
Lokken Investment Group LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Lokken Investment Group LLC invest in?
Lokken Investment Group LLC invests across United States.
What companies has Lokken Investment Group LLC invested in?
Lokken Investment Group LLC's portfolio includes ABC Technologies, XYZ Healthcare, MNO Transportation, LMN Real Estate, OPQ Financial Services, GHI Telecommunications, JKL Media and RST Consumer Goods.
Last updated · Source: ConnectSafely investor database
