Unclaimed
Jonathan Lohr is an investment advisor representative at Advisory Alpha, LLC. Jonathan has been with Advisory Alpha, LLC since November 2016. Jonathan is registered in Michigan. Jonathan holds a Chartered Financial Analyst designation. Advisory Alpha, LLC is a registered investment advisor, headquartered in Holland, Michigan. Jonathan is registered with both Advisory Alpha, LLC and the state of Michigan. Advisory Alpha, LLC provides financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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MI
04/07/2017 - Present
Advisory Alpha, LLC (HOLLAND MI)
Active
Inactive
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