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Jack Lohman

Wellth Advisory Services, LLC

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About Jack Lohman

Jack Lohman is an investment advisor representative with Wellth Advisory Services, LLC based in Urbandale, IA. Jack has been in the industry since 2017 and has held positions at various firms, including Global Retirement Partners, LLC, O'Donnell Ace Hardware, and Strategic Retirement Partners. Jack is registered with the state of Iowa and has passed the Uniform Investment Adviser Law Examination. Jack specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Jack Lohman is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Lohman’s Registration & Firm History

IA

07/18/2024 - Present

Wellth Advisory Services, LLC (Urbandale IA)

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Licenses & Designations

IA

Issued 04/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Lohman.
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