Gwen
Lohmann
Plante Moran Financial Advisors
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About this Advisor
Gwen Lohmann is a financial advisor who works out of Denver, Colorado who has 1 year of relevant experience. Lohmann works at Plante Moran Financial Advisors. Throughout their career, they have worked at Plante Moran Financial Advisors, The Organic Sandwich Company, University Of Denver, Minutekey, Ragstock, Noodles And Co, Boulder Recreation Center, Boulder High School and Sacred Heart Of Jesus. Lohmann maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Colorado and Michigan. Plante Moran Financial Advisors is a registered investment business that has its headquarters in Southfield, MI. It has offices in 12 locations and a total of 139 financial advisors. It controls $17 billion in total assets between its 16,199 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises four charitable organizations. Of its 16,199 accounts, 87% are held by high-net-worth individuals who have greater than $1 million in investable assets. Plante Moran Financial Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually depend on the type of services. Fees billed by Plante Moran Financial Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gwen Lohmann Work History
Gwen has been registered as a financial advisor for 1 years.*
Plante Moran Financial Advisors
Plante Moran Financial Advisors
The Organic Sandwich Company
The Organic Sandwich Company
University Of Denver
Minutekey
Ragstock
Noodles And Co
Boulder Recreation Center
Boulder High School
Sacred Heart Of Jesus
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gwen Lohmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plante Moran Financial Advisors
Monroe, WA
Portage, MI
Detroit, MI
Chicago, IL
West Bloomfield, MI
Southfield, MI
Ann Arbor, MI
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
