Icma Retirement Corporation
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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
Years of Experience
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Icma Retirement Corporation Brokerage Details
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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.
Icma Retirement Corporation
First Brokerage America, LLC
Lpl Financial LLC
Financial Partners Credit Union
Cuso Financial Services, Lp
Baxter Credit Union
Cuna Mutual Life Insurance Company
Cuna Brokearage Services, Inc
Telesis Commuinity Credit Union
Zoran Lozo has disclosures.
Please visit their SEC profile for more details.