Andrew
Lohse

Cambridge Investment Research Advisors, Inc

CRD#4557184
Investment Advisor
in Lombard, IL

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About this Advisor

Andrew Lohse is a personal financial specialist operating out of Lombard, Illinois with a total of 11 years of relevant experience. Lohse is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, Lohse has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Independence Capital Financial Partners. Lohse has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and Texas. Cambridge Investment Research Advisors, Inc is a firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 advisors. It oversees $82 billion in total assets across its 461,370 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides a diverse array 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 charged by financial advisors largely depend on the financial services offered. Fee types charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

555 E Butterfield Rd Ste 212
Lombard, IL 60148

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

IL Average: $9,259,360,772
Total Number of Employees

3,352

IL Average: 166
Total Number of Accounts

461,370

IL Average: 7,189
Average Account Size

$178,659

IL Average: $1,287,990

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 been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Cambridge Investment Research, Inc

2012 - Present (12 years)

Cambridge Investment Research Advisors, Inc

2012 - Present (12 years)

Independence Capital Financial Partners

*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 Andrew Lohse 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 Cambridge Investment Research Advisors, Inc

Ryan Grote
Cincinnati, OH
Kenneth Dehart
Charlotte, NC
Mitchell Robinson
Tulsa, OK
Stacy Robinson
South Haven, MI
Andrew Wittich
Houston, TX
Laurie Taylor
Ormond Beach, FL
John Ladick
Fairfield, IA
Tomas Cern
Tolland, CT

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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