Zoran
Lozo

Icma Retirement Corporation

CRD#2834005
Investment Advisor
in Washington, DC
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About this Advisor

Zoran Lozo is a certified financial planner based in Washington, D.C., who has been in the advisory business for 13 years. Lozo works at Icma Retirement Corporation. Over the course of their career, Lozo has held roles at Cuna Mutual Life Insurance Company, Cuna Brokearage Services, Inc, Telesis Commuinity Credit Union, Cuso Financial Services, Lp, Baxter Credit Union, Lpl Financial LLC, Financial Partners Credit Union, First Bank, First Brokerage America, LLC and Icma Retirement Corporation. Lozo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Nevada. Icma Retirement Corporation is a registered investment firm that has its headquarters in Washington, D.C. It controls $47 billion in assets under management among its 57 accounts, placing it among the largest firms in the nation by assets under management. Icma Retirement Corporation provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Icma Retirement Corporation most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Zoran Lozo Work History

Zoran has 13 years of experience.

2015 - 2015 (0 years)

First Bank

2015 - 2015 (0 years)

First Brokerage America, LLC

2015 - Present (4 years)

Icma Retirement Corporation

2012 - 2015 (3 years)

Lpl Financial LLC

2012 - 2015 (3 years)

Financial Partners Credit Union

2010 - 2012 (2 years)

Cuso Financial Services, Lp

2010 - 2012 (2 years)

Baxter Credit Union

2005 - 2010 (5 years)

Cuna Mutual Life Insurance Company

2005 - 2010 (5 years)

Cuna Brokearage Services, Inc

2005 - 2010 (5 years)

Telesis Commuinity Credit Union

Disclosures

Zoran Lozo has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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