Todd Lohman (CRD# 1921335) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 35 years of experience in the finance industry.
CRD# 5749884
Lpl Financial LLC
CRD# 4912538
Ria Advisory Group, LLC
CRD# 4681464
Principal Securities, 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
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.