Bradford Lohiser (CRD# 4542401) is an Investment Advisor Representative working at Zenith Investments in Concord Township, OH and has 1 year of experience in the finance industry. Bradford Lohiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bullington Capital Management, LLC | Akron, OH | Feb 2009 - Current | 15 |
| Zenith Investments | Concord, OH | May 1989 - Current | 34 |
- OH
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$275,013
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OH
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