Andrew
Lohse
Cambridge Investment Research Advisors, Inc
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About this Advisor
Andrew Lohse is a personal financial specialist operating out of Lombard, Illinois, who has been in the financial industry for 10 years. Lohse is an advisor for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Independence Capital Financial Partners. Lohse holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois and Texas. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Lombard, Illinois. It has offices in 2,023 locations and a total of 3,264 employees. It handles $82 billion in assets among its 382,713 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 382,713 customer accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management depend on the type of financial services. However, fee types charged by Cambridge Investment Research Advisors, Inc most likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Andrew Lohse Work History
Andrew has 10 years of experience.
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Independence Capital Financial Partners
Disclosures
Andrew Lohse has no disclosures.
Please visit their SEC profile for more details.
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