Tom LozanoskiCRD Number: 1141263
Current Firm: Ameriprise Financial Services, Inc.
Tom Lozanoski (CRD# 1141263) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Merrillville, IN and has over 33 years of experience in the finance industry.
Adducci Financial Services, Ltd.
Oneamerica Securities, Inc.
Wells Fargo Advisors, LLC
|American Express Financial Advisors Inc.||Lombard, IL||Sep 1983 - Current||33|
|Unemployed||Crown Point, IN||May 1983 - Current||33|
|Ids Life Insurance Company||Minneapolis, MN||May 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV