Todd Lohman, financial advisor Urbandale IA
93 score

Todd Lohman

CRD Number: 1921335
Current Firm: Nfp Advisor Services, LLC

Todd Lohman (CRD# 1921335) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Urbandale, IA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Strategic Retirement Partners Urbandale, IA Jan 2016 - Current < 1
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
Nfp Advisor Services, LLC West Des Moines, IA Jan 2007 - Mar 2010 3
Ing Financial Partners, Inc. Des Moines, IA Jan 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Todd M. Lohman
Phone Number: 512-697-6000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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