Cambridge Investment Research Advisors, Inc

Investment Advisor
in Lombard, IL

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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

Series 63, Series 65, Personal Financial Specialist

Years of Experience

10 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


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


IL Average: 166
Total Number of Accounts


IL Average: 7,189
Average Account Size


IL Average: $1,287,990

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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.

2012 - Present (11 years)

Cambridge Investment Research, Inc

2012 - Present (11 years)

Cambridge Investment Research Advisors, Inc

2012 - Present (11 years)

Independence Capital Financial Partners


Andrew Lohse has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brian Siems
Fairfield, IA
Kellen Kaneshiro
Honolulu, HI
Mark Kaufman
Midland, TX
Anthony Rich
Saint Louis, MO
Brent Wadzita
Pensacola, FL
Jamie Hugunin
Clinton, IA
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
San Anselmo, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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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.

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