Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lohman is an investment advisor representative with Wellth Advisory Services, LLC. Todd has been in the financial services industry since 1989 and has experience providing investment advisory services. Todd also has previous experience with LPL Financial LLC, Kestra Investment Services, LLC, Financial Telesis Inc, NFP Securities, Inc, ING Financial Partners, Inc, Locust Street Securities, Inc and Princor Financial Services Corporation.
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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IL
06/29/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IA
04/01/2019 - 10/12/2022
LPL FINANCIAL LLC (URBANDALE IA)
IA
09/02/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Urbandale IA)
IA
04/01/2010 - 08/27/2014
FINANCIAL TELESIS INC (URBANDALE IA)
IA
01/04/2007 - 04/01/2010
NFP SECURITIES, INC. (URBANDALE IA)
IA
01/01/2004 - 12/31/2006
ING FINANCIAL PARTNERS, INC. (WEST DES MOINES IA)
IA
08/06/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
07/24/1989 - 07/28/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 07/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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