About Lokken Investment Group, LLC
<p>Founded in 2008 by Jon Lokken, this Lewes-based advisory practice now operates as part of Dakota Wealth Management, which treats the Lewes office as its 17th national location. From coastal Delaware, the team works with clients across the Mid-Atlantic region.</p> <p>Lokken Investment Group, LLC has focused on fee-only advice with financial planning and portfolio management for individuals and non-profit organizations. The Lewes office continues under Dakota Wealth Management to keep relationships in place and provide ongoing wealth management support in the Lewes and Rehoboth Beach areas.</p> <p>The firm also offers educational workshops and draws on experienced staff, including Carrie Ruark, a 20-year veteran. As a <a href="/plan-advisors">plan advisor</a> providing 3(21) services, it can support plan sponsors who want an advisor that makes recommendations while the sponsor retains final decision-making.</p> <ul> <li>Advisor services, including 3(21) support for retirement plans</li> <li>Fee-only financial planning</li> <li>Portfolio management and tailored investment strategies</li> <li>Educational workshops for clients and organizations</li> <li>$0.5B AUM (2026)</li> </ul>
Website: https://www.lokkeninvest.com/
Founded: 2008
Office Locations
- Lewes, DE (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $455.0M