Jm Lotshaw Consulting

Jm Lotshaw Consulting (CRD# 126808) is a financial advisory firm headquartered in , . They manage $6,237,024 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $891,003
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
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 Lotshaw, financial advisor O'Fallon MO
John M. Lotshaw
CRD#: 801417
O'Fallon, MO

John Lotshaw (CRD# 801417) is an Investment Advisor Representative working at Jm Lotshaw Consulting in O'Fallon, MO and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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