Jm Lotshaw Consulting

Jm Lotshaw Consulting (CRD# 126808) is a financial advisory firm headquartered in , . They manage $3,373,133 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $562,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO

Financial Advisors at Jm Lotshaw Consulting
Showing 1 - 1 of 1 top financial advisors.
1
John M. Lotshaw
CRD#: 801417
O'Fallon, MO
96
Wealthminder
score

John Lotshaw (CRD# 801417) is an Investment Advisor Representative working at Jm Lotshaw Consulting in O'Fallon, MO and has over 31 years of experience in the finance industry.

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