We’re invested in your future at the beach.
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence.
Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
our investment management approach is fee-ONLY and conflict-free.
Because we operate under a fee-only model — and offer no proprietary products — you receive objective and proactive financial advice. We appreciate your trust and honor it by providing ongoing monitoring of your investments, responding promptly to all questions and service issues, and delivering regular performance updates.
Many of our clients are already retired and enjoying the benefits of prudent investing and saving.
Your retirement deserves individualized attention from an experienced financial advisor. Contact us to set up a complimentary, no-obligation consultation.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Jonathan Lokken, CIMA®
Managing Principal & Owner
Lokken Investment Group, LLC
Lokken Investment Group is owned by Jonathan Lokken, CIMA® Managing Principal. Jon has been professionally managing client investments since 1997. Prior to starting Lokken Investment Group in 2008, Jon was Vice President and Branch Manager for Merrill Lynch in Rehoboth Beach, Delaware, from 1998 to 2008.
In 2004, Jon attended the University of Pennsylvania’s Wharton School program for the Investment Management Consultants Association and subsequently earned the Certified Investment Management Analyst (CIMA®) designation. This credential requires continuing education on a biannual basis to remain in good standing. Additional information can be found at www.imca.org.
Jon is a 1983 graduate of Carleton College in Northfield, Minnesota. He and his wife, Karlyn, have lived in Sussex County, Delaware, for over 25 years with their three daughters, Hannah, Jessica and Claire. Jon is active in the community, having served on the boards of Sussex County Habitat for Humanity and Peoples Place. He is a proud supporter of the Lewes Library, the Lewes Chamber of Commerce and the greater Lewes community.
Carrie Ruark, Operations Manager for Lokken Investment Group, has over 20 years of experience in the brokerage industry. Prior to joining Lokken Investment Group, in 2008 Carrie worked for Merrill Lynch for more than 10 years in the capacity of a Registered Client Associate and Office Manager.
As Operations Manager, Carrie is responsible for client transactions for new and existing clients, processing of new accounts, transfers, data management, and overall client services. She is committed to providing outstanding service and satisfaction in all facets of her work. Carrie holds Series 7 General Securities.
Carrie welcomes your calls and is always ready to assist clients with a variety of account needs. Carrie enjoys reading, gardening, and bike riding with her daughters. She lives in Rehoboth Beach, Delaware.
Sarah Gordon, Marketing Director for Lokken Investment Group, LLC brings to the firm more than 10 years of experience in client relations and marketing. Sarah manages business development, marketing initiatives and educational workshops. Sarah and her husband relocated from Northern Virginia where she worked for many years as a client relations specialist and case manager for a long-term care insurance general agency. Sarah was responsible for policy research, new business submissions and marketing initiatives.
Sarah holds a Bachelor of Science degree in Psychology and a Master of Arts degree in School Psychology from Towson State University. Sarah enjoys spending time with her family and being outdoors on nature trails. She lives in Ocean View, Delaware. She welcomes your calls with questions about our firm, registering for workshops and client events.
LOCAL, Fee-only firm in lewes.
Lokken Investment Group, LLC is a proud supporter of the Lewes Public Library, Lewes-Rehoboth Rotary Club "Flags for Heroes" and Sussex County Habitat for Humanity. Our firm is a long-standing member of the Lewes Chamber of Commerce.
We are an independent and local investment management firm in Lewes and enjoy being engaged in our community.
Please feel free to call our office at 302-645-6650 for more information about our firm.