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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lohman is an investment advisor representative with Mariner Wealth Advisors. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 1988. Robert has worked for Commonwealth Advisory Group, LTD, Commonwealth Asset Management and Mariner Wealth Advisors. Robert is registered with the states of Pennsylvania and Texas and holds Series 7, Series 24, and Series 63 licenses. Robert has over 30 years of experience in the financial services industry and specializes in providing financial planning, portfolio management for individuals, pension consulting, educational seminars, portfolio management for pooled investment vehicles, and family office services.
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.
Family office services
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.
1
2
PA
09/01/2021 - Present
Mariner Wealth (Pittsburgh PA)
LA
12/16/2001 - 12/31/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
10/04/1988 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
04/20/1988 - 10/31/1988
WALNUT STREET SECURITIES, INC.
BC
Issued 05/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1991
Series 24 - General Securities Principal Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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