Todd Lohman (CRD# 1921335) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 34 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Urbandale, IA | Apr 2019 - Current | 5 |
| Global Retirement Partners LLC | Urbandale, IA | Apr 2019 - Current | 5 |
| Strategic Retirement Partners | Shorewood, IL | Jan 2016 - Current | 8 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Mar 2019 | 2 |
| Nfp Advisor Services, LLC | Austin, TX | Aug 2014 - Apr 2016 | 1 |
| 401k Advisors, Inc. | Aliso Viejo, CA | Apr 2010 - Jan 2016 | 5 |
| Financial Telesis Inc. | San Rafael, CA | Apr 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- IL
- IA
- KS
- KY
- MN
- NE
- OH
- TX
- WI
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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