Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lohse is an investment advisor representative at Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. Andrew has been registered with Cambridge Investment Research Advisors, Inc. since 2012 and previously held positions with Commonwealth Financial Network and Hornor, Townsend & Kent, Inc. Andrew is also a licensed insurance agent for various independent insurance companies and offers a variety of services including financial planning, portfolio management, and educational seminars. Andrew holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Andrew is committed to helping clients achieve their financial goals and offers a personalized approach to financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (LOMBARD IL)
IL
08/01/2007 - 02/29/2012
COMMONWEALTH FINANCIAL NETWORK (OAKBROOK IL)
IL
07/09/2002 - 08/01/2007
HORNOR, TOWNSEND & KENT, INC. (OAKBROOK IL)
IA
Issued 03/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Lohse is the right advisor for you? Invested Better is here to help.
