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Denzil L

Series 63, Series 65

Palatine, IL

Locke Financial Services, Inc.

Denzil Locke is the principal of Locke Financial Services, Inc. in Palatine, IL, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Locke Financial Services in various capacities since 1999, with a brief tenure at Ameriprise from 2015 to 2016. Locke Financial Services provides portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing (401k) plans. The firm uses model asset-allocation portfolios and discretionary account management, employing fundamental analysis and a long-term purchase approach with regular account reviews and client outreach.

General retirement planning General tax planning Cash flow / budgeting
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