Acquisition · Activity not yet classified
Lokken Investment Group
Transaction overview
Reported acquisition
Exact closing date not established.
Dakota Wealth Management reported acquiring Lokken Investment Group.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity ↗
Dakota Wealth Management · Publication date not stated
Dakota Wealth Management reported acquiring Lokken Investment Group.
- Dakota Wealth Form CRS ↗
Dakota Wealth · Published Aug 16, 2024
Identifies Dakota Wealth LLC as CRD 297987.
- Dakota Wealth Management acquires Lokken Investment Group ↗
Dakota Wealth Management via PR Newswire · Published Nov 10, 2025
Dates the acquisition announcement to November 10, 2025; no exact closing date is established.