Daniel Lohmar (CRD# 4694799) is an Investment Advisor Representative working at United Wealth Management, LLC in Rochester, IL and has over 20 years of experience in the finance industry. Daniel Lohmar 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# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Wealth Management, LLC | Springfield, IL | Oct 2005 - Current | 18 |
| United Airlines | Chicago, IL | Sep 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- CA
- CO
- FL
- IL
- TX
- VA
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Total Assets Under Management237MILLIONS
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Total Number of Accounts522ACCOUNTS
-
Average Account Value$454,555
- 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
AL, CA, CO, FL, IL, KS, MD, NC, PA, TN, TX, VA
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